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 | $207,221 | $201,259+3.0% | $184,200+12.5% | $145,959+42.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.80% | 28.98%-18.2pp | 28.80%-18.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $16,006 | $7,018+128.1% | $6,424+149.2% | $4,661+243.4% |
| Participant deferral / active EE | $16,540 | $9,806+68.7% | $9,132+81.1% | $6,689+147.3% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |