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 | $219,792 | $157,296+39.7% | $141,191+55.7% | $152,897+43.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.81% | 64.34%-47.5pp | 71.41%-54.6pp | 345.43%-328.6pp |
| Employer contribution / active EE | $4,863 | $5,262-7.6% | $4,736+2.7% | $4,764+2.1% |
| Participant deferral / active EE | $12,006 | $7,111+68.8% | $6,710+78.9% | $5,851+105.2% |
| Admin fee / account holder | $123 | $12,125-99.0% | $10,264-98.8% | $11,599-98.9% |