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 | $141,153 | $107,363+31.5% | $92,909+51.9% | $152,897-7.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.34% | 145.63%-124.3pp | 109.44%-88.1pp | 345.43%-324.1pp |
| Employer contribution / active EE | $6,376 | $4,222+51.0% | $3,653+74.5% | $4,764+33.8% |
| Participant deferral / active EE | $10,061 | $4,848+107.5% | $4,238+137.4% | $5,851+72.0% |
| Admin fee / account holder | $17 | $7,082-99.8% | $5,795-99.7% | $11,599-99.9% |