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 | $211,051 | $197,625+6.8% | $177,840+18.7% | $158,966+32.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.18% | 58.76%-50.6pp | 48.32%-40.1pp | 302.95%-294.8pp |
| Employer contribution / active EE | $9,137 | $6,698+36.4% | $5,919+54.4% | $4,762+91.9% |
| Participant deferral / active EE | $12,824 | $8,405+52.6% | $7,714+66.3% | $5,983+114.3% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |