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 | $240,797 | $103,008+133.8% | $90,304+166.7% | $152,897+57.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 21.61% | 95.22%-73.6pp | 78.13%-56.5pp | 345.43%-323.8pp |
| Employer contribution / active EE | $8,350 | $3,139+166.0% | $2,855+192.5% | $4,764+75.3% |
| Participant deferral / active EE | $8,350 | $4,281+95.0% | $3,885+114.9% | $5,851+42.7% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |