Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,494 | $227,291-18.4% | $214,702-13.6% | $155,188+19.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 23.25% | 60.08%-36.8pp | 54.55%-31.3pp | 148.84%-125.6pp |
| Employer contribution / active EE | $17,654 | $6,772+160.7% | $6,461+173.3% | $4,248+315.6% |
| Participant deferral / active EE | $21,850 | $9,582+128.0% | $9,147+138.9% | $6,531+234.6% |
| Admin fee / account holder | $270 | $20,413-98.7% | $19,830-98.6% | $14,480-98.1% |