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 | $240,896 | $135,956+77.2% | $123,894+94.4% | $273,972-12.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.82% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $18,282 | $5,170+253.6% | $4,617+296.0% | $4,869+275.5% |
| Participant deferral / active EE | $15,358 | $6,343+142.1% | $5,984+156.6% | $5,287+190.5% |
| Admin fee / account holder | $1 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |