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 | $217,584 | $102,595+112.1% | $94,057+131.3% | $154,746+40.6% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 12.63% | 583.42%-570.8pp | 480.62%-468.0pp | 172.34%-159.7pp |
| Employer contribution / active EE | $2,735 | $3,147-13.1% | $2,933-6.7% | $4,379-37.5% |
| Participant deferral / active EE | $13,971 | $5,118+173.0% | $4,709+196.7% | $6,730+107.6% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |