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 | $244,379 | $118,708+105.9% | $98,920+147.0% | $158,966+53.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 15.46% | 372.49%-357.0pp | 196.47%-181.0pp | 302.95%-287.5pp |
| Employer contribution / active EE | $12,606 | $3,334+278.1% | $2,689+368.7% | $4,762+164.7% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $253 | $10,134-97.5% | $6,643-96.2% | $11,250-97.7% |