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 | $195,180 | $148,629+31.3% | $135,982+43.5% | $139,487+39.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.58% | 79.33%-61.7pp | 68.32%-50.7pp | 373.84%-356.3pp |
| Employer contribution / active EE | $28,218 | $5,247+437.8% | $4,859+480.7% | $4,755+493.5% |
| Participant deferral / active EE | $13,380 | $8,102+65.1% | $7,760+72.4% | $6,713+99.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |