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 | $206,516 | $152,619+35.3% | $125,195+65.0% | $152,909+35.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 13.36% | 54.85%-41.5pp | 43.79%-30.4pp | 345.46%-332.1pp |
| Employer contribution / active EE | $12,868 | $4,947+160.1% | $3,866+232.8% | $4,764+170.1% |
| Participant deferral / active EE | $3,846 | $5,869-34.5% | $4,937-22.1% | $5,851-34.3% |
| Admin fee / account holder | $6 | $13,437-100.0% | $9,704-99.9% | $11,601-99.9% |