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 | $183,280 | $165,381+10.8% | $149,730+22.4% | $158,966+15.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.36% | 348.29%-334.9pp | 276.70%-263.3pp | 302.95%-289.6pp |
| Employer contribution / active EE | $7,681 | $5,104+50.5% | $4,645+65.4% | $4,762+61.3% |
| Participant deferral / active EE | $6,056 | $7,182-15.7% | $6,843-11.5% | $5,983+1.2% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |