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 | $105,258 | $198,457-47.0% | $170,435-38.2% | $147,586-28.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.47% | 257.30%-246.8pp | 205.94%-195.5pp | 578.59%-568.1pp |
| Employer contribution / active EE | $7,864 | $6,183+27.2% | $5,432+44.8% | $4,876+61.3% |
| Participant deferral / active EE | $3,467 | $5,629-38.4% | $4,939-29.8% | $5,439-36.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |