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 | $180,959 | $99,652+81.6% | $78,778+129.7% | $147,586+22.6% |
| Participation rate | 77.8% | 76.2%+1.5pp | 69.2%+8.6pp | 82.8%-5.1pp |
| Annual return | 19.17% | 47.28%-28.1pp | 35.62%-16.4pp | 578.59%-559.4pp |
| Employer contribution / active EE | $1,987 | $2,796-28.9% | $1,986+0.1% | $4,876-59.2% |
| Participant deferral / active EE | $3,603 | $3,664-1.7% | $2,958+21.8% | $5,439-33.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |