Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,062 | $117,846+40.9% | $102,434+62.1% | $145,884+13.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.78% | 31.90%-19.1pp | 29.46%-16.7pp | 551.85%-539.1pp |
| Employer contribution / active EE | $8,593 | $3,615+137.7% | $3,023+184.2% | $4,662+84.3% |
| Participant deferral / active EE | $12,655 | $5,733+120.7% | $5,055+150.4% | $6,690+89.2% |
| Admin fee / account holder | $18 | $13,356-99.9% | $9,462-99.8% | $13,392-99.9% |