Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,573 | $185,856-20.1% | $170,028-12.6% | $139,456+6.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.50% | 60.52%-38.0pp | 53.39%-30.9pp | 373.45%-350.9pp |
| Employer contribution / active EE | $5,662 | $7,593-25.4% | $6,788-16.6% | $4,753+19.1% |
| Participant deferral / active EE | $25,000 | $11,623+115.1% | $10,409+140.2% | $6,711+272.5% |
| Admin fee / account holder | $83 | $15,387-99.5% | $12,820-99.3% | $11,407-99.3% |