Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,400 | $161,352+10.6% | $134,172+33.0% | $137,256+30.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 16.00% | 28.72%-12.7pp | 25.30%-9.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $20,630 | $4,099+403.3% | $3,420+503.2% | $4,156+396.4% |
| Participant deferral / active EE | $9,726 | $5,552+75.2% | $4,690+107.4% | $6,407+51.8% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |