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 | $186,146 | $125,184+48.7% | $105,607+76.3% | $145,884+27.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.80% | 225.00%-208.2pp | 116.11%-99.3pp | 551.85%-535.1pp |
| Employer contribution / active EE | $5,387 | $3,720+44.8% | $3,167+70.1% | $4,662+15.5% |
| Participant deferral / active EE | $10,700 | $5,714+87.3% | $5,011+113.5% | $6,690+59.9% |
| Admin fee / account holder | $20 | $17,133-99.9% | $10,958-99.8% | $13,392-99.9% |