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 | $202,145 | $176,105+14.8% | $159,474+26.8% | $167,536+20.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.54% | 331.91%-319.4pp | 263.68%-251.1pp | 478.82%-466.3pp |
| Employer contribution / active EE | $3,060 | $5,299-42.2% | $4,831-36.7% | $4,839-36.8% |
| Participant deferral / active EE | $8,030 | $7,751+3.6% | $7,353+9.2% | $6,342+26.6% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |