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 | $124,113 | $102,595+21.0% | $94,057+32.0% | $154,746-19.8% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 15.44% | 583.42%-568.0pp | 480.62%-465.2pp | 172.34%-156.9pp |
| Employer contribution / active EE | $2,350 | $3,147-25.3% | $2,933-19.9% | $4,379-46.3% |
| Participant deferral / active EE | $12,245 | $5,118+139.2% | $4,709+160.0% | $6,730+81.9% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |