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 | $228,796 | $202,463+13.0% | $169,397+35.1% | $139,487+64.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 21.30% | 532.64%-511.3pp | 406.23%-384.9pp | 373.84%-352.5pp |
| Employer contribution / active EE | $21,367 | $4,694+355.2% | $4,013+432.4% | $4,755+349.4% |
| Participant deferral / active EE | $9,197 | $6,941+32.5% | $6,223+47.8% | $6,713+37.0% |
| Admin fee / account holder | $20 | $10,726-99.8% | $9,017-99.8% | $11,407-99.8% |