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 | $231,124 | $201,259+14.8% | $184,200+25.5% | $145,959+58.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.61% | 28.98%-4.4pp | 28.80%-4.2pp | 561.95%-537.3pp |
| Employer contribution / active EE | $5,100 | $7,018-27.3% | $6,424-20.6% | $4,661+9.4% |
| Participant deferral / active EE | $12,400 | $9,806+26.4% | $9,132+35.8% | $6,689+85.4% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |