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 | $216,558 | $198,457+9.1% | $170,435+27.1% | $147,586+46.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.80% | 257.30%-241.5pp | 205.94%-190.1pp | 578.59%-562.8pp |
| Employer contribution / active EE | $4,398 | $6,183-28.9% | $5,432-19.0% | $4,876-9.8% |
| Participant deferral / active EE | $2,688 | $5,629-52.3% | $4,939-45.6% | $5,439-50.6% |
| Admin fee / account holder | $21 | $16,852-99.9% | $13,881-99.8% | $10,886-99.8% |