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 | $191,450 | $198,457-3.5% | $170,435+12.3% | $147,586+29.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.14% | 257.30%-245.2pp | 205.94%-193.8pp | 578.59%-566.5pp |
| Employer contribution / active EE | $8,122 | $6,183+31.4% | $5,432+49.5% | $4,876+66.6% |
| Participant deferral / active EE | $5,451 | $5,629-3.2% | $4,939+10.4% | $5,439+0.2% |
| Admin fee / account holder | $42 | $16,852-99.8% | $13,881-99.7% | $10,886-99.6% |