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 | $173,712 | $70,366+146.9% | $66,674+160.5% | $138,895+25.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.88% | 386.41%-370.5pp | 321.24%-305.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $4,436 | $2,765+60.4% | $2,620+69.3% | $4,194+5.8% |
| Participant deferral / active EE | $7,200 | $4,374+64.6% | $4,084+76.3% | $6,396+12.6% |
| Admin fee / account holder | $84 | $5,262-98.4% | $5,098-98.4% | $12,562-99.3% |