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 | $193,909 | $101,618+90.8% | $93,063+108.4% | $137,256+41.3% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 15.15% | 223.95%-208.8pp | 34.15%-19.0pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,133 | $2,707+15.7% | $2,476+26.5% | $4,156-24.6% |
| Participant deferral / active EE | $16,788 | $4,279+292.3% | $3,958+324.1% | $6,407+162.0% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |