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 | $142,133 | $105,158+35.2% | $94,672+50.1% | $139,487+1.9% |
| Participation rate | 85.7% | 82.4%+3.3pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 21.11% | 38.11%-17.0pp | 156.89%-135.8pp | 373.84%-352.7pp |
| Employer contribution / active EE | $3,276 | $4,107-20.2% | $3,673-10.8% | $4,755-31.1% |
| Participant deferral / active EE | $10,216 | $7,599+34.4% | $7,417+37.7% | $6,713+52.2% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |