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 | $151,073 | $217,427-30.5% | $185,837-18.7% | $167,518-9.8% |
| Participation rate | 70.0% | 86.0%-16.0pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 9.51% | 148.39%-138.9pp | 122.08%-112.6pp | 478.71%-469.2pp |
| Employer contribution / active EE | $5,058 | $5,874-13.9% | $5,168-2.1% | $4,838+4.5% |
| Participant deferral / active EE | $3,240 | $6,357-49.0% | $5,568-41.8% | $6,342-48.9% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |