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 | $241,953 | $99,652+142.8% | $78,778+207.1% | $147,585+63.9% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.2%+12.6pp | 82.8%-1.0pp |
| Annual return | 24.75% | 47.28%-22.5pp | 35.62%-10.9pp | 578.58%-553.8pp |
| Employer contribution / active EE | $2,141 | $2,796-23.4% | $1,986+7.8% | $4,876-56.1% |
| Participant deferral / active EE | $4,060 | $3,664+10.8% | $2,958+37.2% | $5,439-25.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |