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 | $160,722 | $105,856+51.8% | $90,161+78.3% | $147,586+8.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.81% | 37.63%-20.8pp | 34.89%-18.1pp | 578.59%-561.8pp |
| Employer contribution / active EE | $2,454 | $4,126-40.5% | $3,318-26.0% | $4,876-49.7% |
| Participant deferral / active EE | $6,463 | $5,733+12.7% | $5,287+22.2% | $5,439+18.8% |
| Admin fee / account holder | $12 | $8,046-99.9% | $5,943-99.8% | $10,886-99.9% |