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 | $193,059 | $180,028+7.2% | $138,135+39.8% | $158,982+21.4% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 7.97% | 21.68%-13.7pp | 20.51%-12.5pp | 302.99%-295.0pp |
| Employer contribution / active EE | $3,933 | $7,470-47.3% | $5,587-29.6% | $4,763-17.4% |
| Participant deferral / active EE | $25,541 | $7,717+230.9% | $6,431+297.1% | $5,983+326.9% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,252-100.0% |