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 | $239,576 | $165,399+44.8% | $149,745+60.0% | $158,982+50.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.95% | 348.34%-332.4pp | 276.72%-260.8pp | 302.99%-287.0pp |
| Employer contribution / active EE | $4,184 | $5,105-18.0% | $4,646-9.9% | $4,763-12.2% |
| Participant deferral / active EE | $8,469 | $7,183+17.9% | $6,843+23.8% | $5,983+41.5% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |