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 | $226,514 | $93,064+143.4% | $74,577+203.7% | $273,972-17.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.55% | 26.18%-20.6pp | 20.47%-14.9pp | 41.46%-35.9pp |
| Employer contribution / active EE | $19,886 | $3,160+529.3% | $2,525+687.5% | $4,869+308.4% |
| Participant deferral / active EE | $12,000 | $4,160+188.4% | $3,458+247.0% | $5,287+127.0% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |