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 | $192,480 | $99,345+93.7% | $84,753+127.1% | $273,972-29.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.56% | 22.93%-18.4pp | 22.78%-18.2pp | 41.46%-36.9pp |
| Employer contribution / active EE | $10,997 | $4,214+161.0% | $3,574+207.7% | $4,869+125.9% |
| Participant deferral / active EE | $6,922 | $4,270+62.1% | $3,712+86.5% | $5,287+30.9% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |