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 | $197,288 | $817,678-75.9% | $392,568-49.7% | $152,897+29.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 24.04% | 22.84%+1.2pp | 24.42%-0.4pp | 345.43%-321.4pp |
| Employer contribution / active EE | $9,270 | $5,502+68.5% | $3,783+145.0% | $4,764+94.6% |
| Participant deferral / active EE | $6,554 | $8,398-22.0% | $5,985+9.5% | $5,851+12.0% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,599-100.0% |