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 | $231,988 | $166,268+39.5% | $165,100+40.5% | $145,897+59.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.43% | 100.52%-90.1pp | 70.21%-59.8pp | 552.29%-541.9pp |
| Employer contribution / active EE | $4,146 | $5,284-21.5% | $4,348-4.6% | $4,663-11.1% |
| Participant deferral / active EE | $14,996 | $6,964+115.3% | $6,035+148.5% | $6,689+124.2% |
| Admin fee / account holder | $17 | $16,659-99.9% | $12,696-99.9% | $13,390-99.9% |