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 | $199,183 | $212,386-6.2% | $199,883-0.4% | $138,895+43.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 21.39% | 47.75%-26.4pp | 43.81%-22.4pp | 145.39%-124.0pp |
| Employer contribution / active EE | $20,638 | $6,625+211.5% | $6,261+229.6% | $4,194+392.1% |
| Participant deferral / active EE | $17,589 | $9,617+82.9% | $9,138+92.5% | $6,396+175.0% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |