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 | $209,841 | $152,587+37.5% | $125,175+67.6% | $152,870+37.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 38.02% | 54.84%-16.8pp | 43.79%-5.8pp | 345.34%-307.3pp |
| Employer contribution / active EE | $2,859 | $4,946-42.2% | $3,865-26.0% | $4,763-40.0% |
| Participant deferral / active EE | $10,000 | $5,868+70.4% | $4,937+102.6% | $5,850+70.9% |
| Admin fee / account holder | $147 | $13,434-98.9% | $9,702-98.5% | $11,597-98.7% |