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 | $119,032 | $98,776+20.5% | $149,745-20.5% | $79,856+49.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.78% | 27.38%-5.6pp | 276.72%-254.9pp | 31.71%-9.9pp |
| Employer contribution / active EE | $8,492 | $3,217+164.0% | $4,646+82.8% | $2,471+243.6% |
| Participant deferral / active EE | $7,727 | $5,681+36.0% | $6,843+12.9% | $3,741+106.6% |
| Admin fee / account holder | $146 | $6,053-97.6% | $9,312-98.4% | $5,306-97.2% |