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 | $210,847 | $181,062+16.5% | $158,223+33.3% | $155,188+35.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 29.67% | 57.39%-27.7pp | 52.09%-22.4pp | 148.84%-119.2pp |
| Employer contribution / active EE | $10,308 | $4,565+125.8% | $4,109+150.9% | $4,248+142.7% |
| Participant deferral / active EE | $13,355 | $6,134+117.7% | $5,467+144.3% | $6,531+104.5% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |