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 | $191,324 | $148,582+28.8% | $135,942+40.7% | $139,456+37.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 38.66% | 79.26%-40.6pp | 68.28%-29.6pp | 373.45%-334.8pp |
| Employer contribution / active EE | $2,185 | $5,245-58.3% | $4,858-55.0% | $4,753-54.0% |
| Participant deferral / active EE | $4,978 | $8,101-38.6% | $7,759-35.8% | $6,711-25.8% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |