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 | $143,272 | $102,422+39.9% | $147,117-2.6% | $80,959+77.0% |
| Participation rate | 94.3% | 75.9%+18.5pp | 82.2%+12.2pp | 67.7%+26.7pp |
| Annual return | 18.34% | 135.16%-116.8pp | 420.54%-402.2pp | 35.67%-17.3pp |
| Employer contribution / active EE | $6,279 | $3,717+68.9% | $4,932+27.3% | $2,757+127.7% |
| Participant deferral / active EE | $14,244 | $6,652+114.1% | $8,065+76.6% | $4,300+231.2% |
| Admin fee / account holder | $201 | $7,953-97.5% | $12,993-98.4% | $6,925-97.1% |