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 | $163,391 | $99,011+65.0% | $86,582+88.7% | $147,586+10.7% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 16.77% | 1312.75%-1296.0pp | 965.08%-948.3pp | 578.59%-561.8pp |
| Employer contribution / active EE | $6,439 | $3,132+105.6% | $2,839+126.8% | $4,876+32.0% |
| Participant deferral / active EE | $8,913 | $3,972+124.4% | $3,609+147.0% | $5,439+63.9% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |