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 | $233,386 | $183,516+27.2% | $155,534+50.1% | $145,884+60.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.00% | 61.43%-50.4pp | 64.92%-53.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $7,303 | $5,315+37.4% | $4,675+56.2% | $4,662+56.6% |
| Participant deferral / active EE | $10,358 | $6,467+60.2% | $5,630+84.0% | $6,690+54.8% |
| Admin fee / account holder | $79 | $19,293-99.6% | $15,900-99.5% | $13,392-99.4% |