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 | $228,786 | $99,875+129.1% | $146,866+55.8% | $86,983+163.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.65% | 28.10%-8.4pp | 102.85%-83.2pp | 25.83%-6.2pp |
| Employer contribution / active EE | $11,627 | $3,224+260.6% | $4,425+162.8% | $2,584+349.9% |
| Participant deferral / active EE | $15,135 | $6,322+139.4% | $7,759+95.1% | $4,194+260.9% |
| Admin fee / account holder | $12 | $7,838-99.8% | $13,620-99.9% | $7,856-99.8% |