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 | $182,234 | $108,942+67.3% | $100,415+81.5% | $145,897+24.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.05% | 58.27%-44.2pp | 49.47%-35.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $12,439 | $4,422+181.3% | $3,943+215.5% | $4,663+166.8% |
| Participant deferral / active EE | $10,737 | $8,461+26.9% | $8,091+32.7% | $6,689+60.5% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |