Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,893 | $185,883+16.1% | $170,043+27.0% | $139,466+54.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.85% | 60.54%-40.7pp | 53.40%-33.6pp | 373.66%-353.8pp |
| Employer contribution / active EE | $15,490 | $7,596+103.9% | $6,790+128.1% | $4,754+225.8% |
| Participant deferral / active EE | $14,867 | $11,626+27.9% | $10,410+42.8% | $6,712+121.5% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |