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 | $188,214 | $101,618+85.2% | $93,063+102.2% | $137,256+37.1% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 19.23% | 223.95%-204.7pp | 34.15%-14.9pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,970 | $2,707+46.6% | $2,476+60.3% | $4,156-4.5% |
| Participant deferral / active EE | $14,590 | $4,279+241.0% | $3,958+268.6% | $6,407+127.7% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |