Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,026 | $185,905-40.8% | $170,057-35.3% | $139,487-21.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 39.55% | 60.56%-21.0pp | 53.42%-13.9pp | 373.84%-334.3pp |
| Employer contribution / active EE | $7,708 | $7,597+1.5% | $6,790+13.5% | $4,755+62.1% |
| Participant deferral / active EE | $15,664 | $11,627+34.7% | $10,411+50.5% | $6,713+133.4% |
| Admin fee / account holder | $25 | $15,397-99.8% | $12,826-99.8% | $11,407-99.8% |