Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,996 | $185,883+18.9% | $170,043+30.0% | $139,466+58.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 31.23% | 60.54%-29.3pp | 53.40%-22.2pp | 373.66%-342.4pp |
| Employer contribution / active EE | $3,600 | $7,596-52.6% | $6,790-47.0% | $4,754-24.3% |
| Participant deferral / active EE | $20,406 | $11,626+75.5% | $10,410+96.0% | $6,712+204.0% |
| Admin fee / account holder | $20 | $15,393-99.9% | $12,824-99.8% | $11,409-99.8% |