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 | $214,966 | $138,312+55.4% | $122,979+74.8% | $155,188+38.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 10.76% | 22.06%-11.3pp | 20.12%-9.4pp | 148.84%-138.1pp |
| Employer contribution / active EE | $8,860 | $3,530+151.0% | $3,062+189.3% | $4,248+108.6% |
| Participant deferral / active EE | $4,769 | $5,592-14.7% | $5,003-4.7% | $6,531-27.0% |
| Admin fee / account holder | $67 | $15,089-99.6% | $12,864-99.5% | $14,480-99.5% |