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 | $202,245 | $166,089+21.8% | $164,928+22.6% | $145,978+38.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.85% | 100.26%-86.4pp | 70.08%-56.2pp | 550.52%-536.7pp |
| Employer contribution / active EE | $2,658 | $5,276-49.6% | $4,343-38.8% | $4,662-43.0% |
| Participant deferral / active EE | $9,000 | $6,961+29.3% | $6,034+49.2% | $6,690+34.5% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |