Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,898 | $183,592+18.7% | $155,574+40.1% | $145,877+49.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.42% | 61.37%-46.0pp | 64.87%-49.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $6,090 | $5,317+14.5% | $4,676+30.2% | $4,663+30.6% |
| Participant deferral / active EE | $5,750 | $6,466-11.1% | $5,629+2.1% | $6,691-14.1% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |