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 | $170,861 | $118,708+43.9% | $98,920+72.7% | $158,966+7.5% |
| Participation rate | 92.3% | 77.8%+14.5pp | 76.0%+16.3pp | 82.0%+10.3pp |
| Annual return | 18.48% | 372.49%-354.0pp | 196.47%-178.0pp | 302.95%-284.5pp |
| Employer contribution / active EE | $1,733 | $3,334-48.0% | $2,689-35.6% | $4,762-63.6% |
| Participant deferral / active EE | $7,755 | $5,089+52.4% | $4,245+82.7% | $5,983+29.6% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |