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 | $224,051 | $165,381+35.5% | $149,730+49.6% | $158,966+40.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.05% | 348.29%-328.2pp | 276.70%-256.6pp | 302.95%-282.9pp |
| Employer contribution / active EE | $2,956 | $5,104-42.1% | $4,645-36.4% | $4,762-37.9% |
| Participant deferral / active EE | $7,721 | $7,182+7.5% | $6,843+12.8% | $5,983+29.1% |
| Admin fee / account holder | $22 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |