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 | $200,923 | $148,629+35.2% | $135,982+47.8% | $139,487+44.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.91% | 79.33%-54.4pp | 68.32%-43.4pp | 373.84%-348.9pp |
| Employer contribution / active EE | $20,347 | $5,247+287.8% | $4,859+318.7% | $4,755+327.9% |
| Participant deferral / active EE | $17,002 | $8,102+109.8% | $7,760+119.1% | $6,713+153.3% |
| Admin fee / account holder | $3 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |