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 | $103,993 | $183,516-43.3% | $155,534-33.1% | $145,884-28.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.05% | 61.43%-49.4pp | 64.92%-52.9pp | 551.85%-539.8pp |
| Employer contribution / active EE | $10,219 | $5,315+92.3% | $4,675+118.6% | $4,662+119.2% |
| Participant deferral / active EE | $4,858 | $6,467-24.9% | $5,630-13.7% | $6,690-27.4% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |