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 | $236,191 | $124,346+89.9% | $111,308+112.2% | $167,536+41.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 35.61% | 37.45%-1.8pp | 54.67%-19.1pp | 478.82%-443.2pp |
| Employer contribution / active EE | $13,800 | $3,437+301.5% | $2,732+405.2% | $4,839+185.2% |
| Participant deferral / active EE | $26,000 | $5,182+401.8% | $4,487+479.4% | $6,342+309.9% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |