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 | $189,830 | $217,432-12.7% | $185,849+2.1% | $167,536+13.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.80% | 148.42%-136.6pp | 122.10%-110.3pp | 478.82%-467.0pp |
| Employer contribution / active EE | $8,500 | $5,875+44.7% | $5,169+64.5% | $4,839+75.7% |
| Participant deferral / active EE | $15,167 | $6,357+138.6% | $5,569+172.4% | $6,342+139.1% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |