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 | $229,462 | $185,856+23.5% | $170,028+35.0% | $139,456+64.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.61% | 60.52%-42.9pp | 53.39%-35.8pp | 373.45%-355.8pp |
| Employer contribution / active EE | $24,973 | $7,593+228.9% | $6,788+267.9% | $4,753+425.5% |
| Participant deferral / active EE | $9,100 | $11,623-21.7% | $10,409-12.6% | $6,711+35.6% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |