Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,231 | $212,386+9.8% | $199,883+16.7% | $138,895+67.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.27% | 47.75%-33.5pp | 43.81%-29.5pp | 145.39%-131.1pp |
| Employer contribution / active EE | $5,866 | $6,625-11.4% | $6,261-6.3% | $4,194+39.9% |
| Participant deferral / active EE | $10,027 | $9,617+4.3% | $9,138+9.7% | $6,396+56.8% |
| Admin fee / account holder | $5 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |