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 | $126,338 | $100,868+25.3% | $90,414+39.7% | $158,931-20.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.40% | 1724.58%-1709.2pp | 1293.19%-1277.8pp | 302.86%-287.5pp |
| Employer contribution / active EE | $7,183 | $3,689+94.7% | $3,262+120.2% | $4,761+50.8% |
| Participant deferral / active EE | $12,681 | $4,348+191.7% | $3,963+220.0% | $5,982+112.0% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,611-100.0% | $11,247-100.0% |