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 | $176,611 | $135,956+29.9% | $123,894+42.5% | $273,972-35.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 16.87% | 56.63%-39.8pp | 47.52%-30.6pp | 41.46%-24.6pp |
| Employer contribution / active EE | $10,166 | $5,170+96.6% | $4,617+120.2% | $4,869+108.8% |
| Participant deferral / active EE | $15,106 | $6,343+138.2% | $5,984+152.4% | $5,287+185.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |