Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,090 | $201,370+0.4% | $184,256+9.7% | $145,897+38.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.57% | 29.05%-15.5pp | 28.85%-15.3pp | 552.29%-538.7pp |
| Employer contribution / active EE | $9,585 | $7,024+36.5% | $6,427+49.1% | $4,663+105.6% |
| Participant deferral / active EE | $14,133 | $9,808+44.1% | $9,133+54.7% | $6,689+111.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |