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 | $240,334 | $213,785+12.4% | $185,441+29.6% | $155,188+54.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 19.42% | 19.97%-0.5pp | 20.16%-0.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $24,883 | $5,393+361.4% | $4,672+432.6% | $4,248+485.8% |
| Participant deferral / active EE | $15,500 | $6,864+125.8% | $6,152+152.0% | $6,531+137.3% |
| Admin fee / account holder | $15 | $21,134-99.9% | $17,890-99.9% | $14,480-99.9% |