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 | $243,272 | $228,395+6.5% | $185,861+30.9% | $158,982+53.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 6.72% | 40.82%-34.1pp | 35.96%-29.2pp | 302.99%-296.3pp |
| Employer contribution / active EE | $10,573 | $4,968+112.8% | $4,088+158.6% | $4,763+122.0% |
| Participant deferral / active EE | $18,943 | $6,417+195.2% | $5,634+236.2% | $5,983+216.6% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |