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 | $175,131 | $198,457-11.8% | $170,435+2.8% | $147,586+18.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.69% | 257.30%-245.6pp | 205.94%-194.2pp | 578.59%-566.9pp |
| Employer contribution / active EE | $8,788 | $6,183+42.1% | $5,432+61.8% | $4,876+80.2% |
| Participant deferral / active EE | $3,870 | $5,629-31.3% | $4,939-21.7% | $5,439-28.8% |
| Admin fee / account holder | $283 | $16,852-98.3% | $13,881-98.0% | $10,886-97.4% |