Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,673 | $183,627+32.7% | $155,602+56.6% | $145,978+66.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.38% | 61.32%-50.9pp | 64.81%-54.4pp | 550.52%-540.1pp |
| Employer contribution / active EE | $8,000 | $5,316+50.5% | $4,675+71.1% | $4,662+71.6% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $258 | $19,327-98.7% | $15,923-98.4% | $13,400-98.1% |