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 | $194,947 | $209,422-6.9% | $178,503+9.2% | $158,982+22.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 32.81% | 188.81%-156.0pp | 151.12%-118.3pp | 302.99%-270.2pp |
| Employer contribution / active EE | $1,915 | $5,707-66.4% | $5,011-61.8% | $4,763-59.8% |
| Participant deferral / active EE | $15,163 | $5,955+154.6% | $5,202+191.5% | $5,983+153.4% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |