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 | $150,218 | $99,011+51.7% | $86,582+73.5% | $147,586+1.8% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 15.28% | 1312.75%-1297.5pp | 965.08%-949.8pp | 578.59%-563.3pp |
| Employer contribution / active EE | $2,234 | $3,132-28.7% | $2,839-21.3% | $4,876-54.2% |
| Participant deferral / active EE | $6,267 | $3,972+57.8% | $3,609+73.7% | $5,439+15.2% |
| Admin fee / account holder | $17 | $5,709-99.7% | $4,904-99.7% | $10,886-99.8% |