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 | $190,304 | $150,447+26.5% | $136,298+39.6% | $147,586+28.9% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 18.32% | 1049.15%-1030.8pp | 5156.27%-5138.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $2,430 | $5,256-53.8% | $4,696-48.3% | $4,876-50.2% |
| Participant deferral / active EE | $9,630 | $6,631+45.2% | $6,247+54.1% | $5,439+77.1% |
| Admin fee / account holder | $144 | $10,906-98.7% | $9,244-98.4% | $10,886-98.7% |