Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,186 | $117,829+89.4% | $102,423+117.9% | $145,877+53.0% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 27.70% | 31.83%-4.1pp | 29.42%-1.7pp | 551.28%-523.6pp |
| Employer contribution / active EE | $2,633 | $3,615-27.2% | $3,023-12.9% | $4,663-43.5% |
| Participant deferral / active EE | $9,777 | $5,732+70.6% | $5,054+93.4% | $6,691+46.1% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |