Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,151 | $101,618+34.0% | $93,063+46.3% | $137,256-0.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 26.83% | 223.95%-197.1pp | 34.15%-7.3pp | 220.34%-193.5pp |
| Employer contribution / active EE | $12,450 | $2,707+359.9% | $2,476+402.8% | $4,156+199.6% |
| Participant deferral / active EE | $23,500 | $4,279+449.2% | $3,958+493.7% | $6,407+266.8% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |