Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,455 | $110,093+68.5% | $97,295+90.6% | $145,897+27.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 11.60% | 244.76%-233.2pp | 75.62%-64.0pp | 552.29%-540.7pp |
| Employer contribution / active EE | $890 | $3,077-71.1% | $2,723-67.3% | $4,663-80.9% |
| Participant deferral / active EE | $12,200 | $4,678+160.8% | $4,264+186.1% | $6,689+82.4% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |