Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,588 | $99,921+95.7% | $85,009+130.1% | $145,959+34.0% |
| Participation rate | 70.6% | 74.1%-3.5pp | 67.5%+3.1pp | 80.3%-9.7pp |
| Annual return | 28.87% | 83.89%-55.0pp | 66.47%-37.6pp | 561.95%-533.1pp |
| Employer contribution / active EE | $11,469 | $3,233+254.8% | $2,728+320.4% | $4,661+146.1% |
| Participant deferral / active EE | $5,821 | $5,293+10.0% | $4,522+28.7% | $6,689-13.0% |
| Admin fee / account holder | $106 | $7,252-98.5% | $6,153-98.3% | $13,398-99.2% |