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 | $245,179 | $101,618+141.3% | $93,063+163.5% | $137,256+78.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 34.80% | 223.95%-189.1pp | 34.15%+0.6pp | 220.34%-185.5pp |
| Employer contribution / active EE | $16,322 | $2,707+502.9% | $2,476+559.2% | $4,156+292.7% |
| Participant deferral / active EE | $6,158 | $4,279+43.9% | $3,958+55.6% | $6,407-3.9% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |