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 | $175,750 | $168,635+4.2% | $147,617+19.1% | $125,389+40.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.17% | 77.65%-77.5pp | 61.98%-61.8pp | 282.24%-282.1pp |
| Employer contribution / active EE | $8,868 | $6,252+41.8% | $5,564+59.4% | $4,866+82.2% |
| Participant deferral / active EE | $5,340 | $5,507-3.0% | $4,895+9.1% | $5,352-0.2% |
| Admin fee / account holder | $60 | $13,580-99.6% | $11,612-99.5% | $9,541-99.4% |