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 | $215,439 | $148,582+45.0% | $135,942+58.5% | $139,456+54.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 17.22% | 79.26%-62.0pp | 68.28%-51.1pp | 373.45%-356.2pp |
| Employer contribution / active EE | $16,658 | $5,245+217.6% | $4,858+242.9% | $4,753+250.5% |
| Participant deferral / active EE | $17,225 | $8,101+112.6% | $7,759+122.0% | $6,711+156.7% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |