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 | $212,146 | $162,529+30.5% | $130,788+62.2% | $154,746+37.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 18.15% | 510.48%-492.3pp | 386.44%-368.3pp | 172.34%-154.2pp |
| Employer contribution / active EE | $4,033 | $4,447-9.3% | $3,558+13.4% | $4,379-7.9% |
| Participant deferral / active EE | $10,838 | $4,808+125.4% | $4,137+162.0% | $6,730+61.0% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |