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 | $191,877 | $124,330+54.3% | $109,173+75.8% | $167,536+14.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.62% | 26.04%-10.4pp | 25.75%-10.1pp | 478.82%-463.2pp |
| Employer contribution / active EE | $12,635 | $4,209+200.2% | $3,723+239.4% | $4,839+161.1% |
| Participant deferral / active EE | $4,546 | $5,256-13.5% | $4,654-2.3% | $6,342-28.3% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |