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 | $231,775 | $81,358+184.9% | $155,556+49.0% | $80,959+186.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 22.48% | 33.39%-10.9pp | 64.84%-42.4pp | 35.67%-13.2pp |
| Employer contribution / active EE | $21,594 | $3,106+595.2% | $4,675+361.9% | $2,757+683.2% |
| Participant deferral / active EE | $8,034 | $3,455+132.5% | $5,631+42.7% | $4,300+86.8% |
| Admin fee / account holder | $247 | $7,994-96.9% | $15,885-98.4% | $6,925-96.4% |