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 | $111,491 | $162,781-31.5% | $133,956-16.8% | $158,931-29.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.81% | 41.94%-31.1pp | 45.09%-34.3pp | 302.86%-292.1pp |
| Employer contribution / active EE | $18,986 | $4,975+281.6% | $3,919+384.5% | $4,761+298.7% |
| Participant deferral / active EE | $19,500 | $5,911+229.9% | $5,048+286.3% | $5,982+226.0% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,247-100.0% |