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 | $189,814 | $116,175+63.4% | $93,609+102.8% | $152,870+24.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 32.40% | 35.96%-3.6pp | 32.76%-0.4pp | 345.34%-312.9pp |
| Employer contribution / active EE | $1,300 | $3,218-59.6% | $2,718-52.2% | $4,763-72.7% |
| Participant deferral / active EE | $22,500 | $4,603+388.8% | $4,069+453.0% | $5,850+284.6% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,889-100.0% | $11,597-100.0% |