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 | $240,530 | $112,933+113.0% | $90,970+164.4% | $158,982+51.3% |
| Participation rate | 76.9% | 74.7%+2.2pp | 69.0%+7.9pp | 82.0%-5.0pp |
| Annual return | 5.73% | 215.82%-210.1pp | 134.60%-128.9pp | 302.99%-297.3pp |
| Employer contribution / active EE | $6,992 | $2,893+141.6% | $2,122+229.5% | $4,763+46.8% |
| Participant deferral / active EE | $5,500 | $4,128+33.2% | $3,373+63.1% | $5,983-8.1% |
| Admin fee / account holder | $60 | $8,047-99.3% | $5,961-99.0% | $11,252-99.5% |