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 | $183,628 | $198,457-7.5% | $170,435+7.7% | $147,586+24.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.92% | 257.30%-239.4pp | 205.94%-188.0pp | 578.59%-560.7pp |
| Employer contribution / active EE | $2,754 | $6,183-55.5% | $5,432-49.3% | $4,876-43.5% |
| Participant deferral / active EE | $10,790 | $5,629+91.7% | $4,939+118.4% | $5,439+98.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |