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 | $244,457 | $228,395+7.0% | $185,861+31.5% | $158,982+53.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.28% | 40.82%-33.5pp | 35.96%-28.7pp | 302.99%-295.7pp |
| Employer contribution / active EE | $9,000 | $4,968+81.2% | $4,088+120.2% | $4,763+89.0% |
| Participant deferral / active EE | $10,950 | $6,417+70.6% | $5,634+94.4% | $5,983+83.0% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |