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 | $246,911 | $153,772+60.6% | $133,980+84.3% | $273,965-9.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.54% | 36.51%-30.0pp | 29.30%-22.8pp | 41.45%-34.9pp |
| Employer contribution / active EE | $21,206 | $6,029+251.7% | $5,211+306.9% | $4,869+335.6% |
| Participant deferral / active EE | $17,079 | $6,958+145.5% | $6,282+171.9% | $5,287+223.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |