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 | $212,743 | $217,427-2.2% | $185,837+14.5% | $167,518+27.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.98% | 148.39%-130.4pp | 122.08%-104.1pp | 478.71%-460.7pp |
| Employer contribution / active EE | $6,324 | $5,874+7.7% | $5,168+22.4% | $4,838+30.7% |
| Participant deferral / active EE | $21,580 | $6,357+239.5% | $5,568+287.5% | $6,342+240.3% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |