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 | $182,423 | $181,062+0.8% | $158,223+15.3% | $155,188+17.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.66% | 57.39%-37.7pp | 52.09%-32.4pp | 148.84%-129.2pp |
| Employer contribution / active EE | $6,226 | $4,565+36.4% | $4,109+51.5% | $4,248+46.6% |
| Participant deferral / active EE | $9,047 | $6,134+47.5% | $5,467+65.5% | $6,531+38.5% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |