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 | $244,422 | $83,908+191.3% | $68,509+256.8% | $125,389+94.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 4.69% | 14.48%-9.8pp | 8.27%-3.6pp | 282.24%-277.6pp |
| Employer contribution / active EE | $2,532 | $3,031-16.5% | $2,278+11.1% | $4,866-48.0% |
| Participant deferral / active EE | $9,116 | $4,125+121.0% | $3,382+169.5% | $5,352+70.3% |
| Admin fee / account holder | $5 | $8,982-99.9% | $5,275-99.9% | $9,541-99.9% |