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 | $150,556 | $72,071+108.9% | $68,368+120.2% | $137,256+9.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 13.72% | 353.14%-339.4pp | 292.57%-278.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,591 | $2,788+28.8% | $2,649+35.6% | $4,156-13.6% |
| Participant deferral / active EE | $8,141 | $4,410+84.6% | $4,123+97.5% | $6,407+27.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |