Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,588 | $100,073+95.4% | $85,126+129.8% | $145,877+34.1% |
| Participation rate | 70.6% | 74.1%-3.5pp | 67.5%+3.1pp | 80.3%-9.7pp |
| Annual return | 28.87% | 84.11%-55.2pp | 66.63%-37.8pp | 551.28%-522.4pp |
| Employer contribution / active EE | $11,469 | $3,236+254.4% | $2,731+319.9% | $4,663+146.0% |
| Participant deferral / active EE | $5,821 | $5,294+9.9% | $4,523+28.7% | $6,691-13.0% |
| Admin fee / account holder | $106 | $7,261-98.5% | $6,160-98.3% | $13,402-99.2% |