Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,903 | $227,291-18.6% | $214,702-13.9% | $155,188+19.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 20.91% | 60.08%-39.2pp | 54.55%-33.6pp | 148.84%-127.9pp |
| Employer contribution / active EE | $28,717 | $6,772+324.1% | $6,461+344.5% | $4,248+576.0% |
| Participant deferral / active EE | $22,500 | $9,582+134.8% | $9,147+146.0% | $6,531+244.5% |
| Admin fee / account holder | $20 | $20,413-99.9% | $19,830-99.9% | $14,480-99.9% |