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 | $183,062 | $142,430+28.5% | $115,170+59.0% | $152,897+19.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 27.35% | 41.48%-14.1pp | 35.60%-8.3pp | 345.43%-318.1pp |
| Employer contribution / active EE | $4,398 | $4,011+9.7% | $3,179+38.3% | $4,764-7.7% |
| Participant deferral / active EE | $10,811 | $5,165+109.3% | $4,169+159.3% | $5,851+84.8% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,599-100.0% |