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 | $208,423 | $165,399+26.0% | $149,745+39.2% | $158,982+31.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.53% | 348.34%-331.8pp | 276.72%-260.2pp | 302.99%-286.5pp |
| Employer contribution / active EE | $3,373 | $5,105-33.9% | $4,646-27.4% | $4,763-29.2% |
| Participant deferral / active EE | $8,258 | $7,183+15.0% | $6,843+20.7% | $5,983+38.0% |
| Admin fee / account holder | $111 | $10,811-99.0% | $9,312-98.8% | $11,252-99.0% |