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 | $137,475 | $93,346+47.3% | $71,796+91.5% | $273,972-49.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 12.14% | 130.39%-118.2pp | 78.04%-65.9pp | 41.46%-29.3pp |
| Employer contribution / active EE | $9,050 | $2,733+231.1% | $1,924+370.3% | $4,869+85.9% |
| Participant deferral / active EE | $7,333 | $3,475+111.0% | $2,794+162.4% | $5,287+38.7% |
| Admin fee / account holder | $100 | $6,571-98.5% | $4,815-97.9% | $10,133-99.0% |