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 | $220,925 | $175,257+26.1% | $149,717+47.6% | $139,456+58.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.25% | 166.70%-151.5pp | 134.41%-119.2pp | 373.45%-358.2pp |
| Employer contribution / active EE | $2,934 | $5,477-46.4% | $4,820-39.1% | $4,753-38.3% |
| Participant deferral / active EE | $8,504 | $6,521+30.4% | $5,682+49.7% | $6,711+26.7% |
| Admin fee / account holder | $200 | $16,156-98.8% | $13,213-98.5% | $11,407-98.2% |