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 | $220,297 | $176,120+25.1% | $159,487+38.1% | $167,553+31.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.98% | 331.95%-321.0pp | 263.71%-252.7pp | 478.89%-467.9pp |
| Employer contribution / active EE | $3,050 | $5,299-42.4% | $4,831-36.9% | $4,840-37.0% |
| Participant deferral / active EE | $9,707 | $7,752+25.2% | $7,354+32.0% | $6,343+53.0% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |