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 | $170,186 | $102,638+65.8% | $81,982+107.6% | $158,982+7.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 32.26% | 61.05%-28.8pp | 41.31%-9.1pp | 302.99%-270.7pp |
| Employer contribution / active EE | $8,908 | $3,241+174.8% | $2,498+256.5% | $4,763+87.0% |
| Participant deferral / active EE | $3,150 | $4,649-32.2% | $3,722-15.4% | $5,983-47.4% |
| Admin fee / account holder | $85 | $8,237-99.0% | $5,665-98.5% | $11,252-99.2% |