Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,553 | $201,344+23.0% | $184,243+34.4% | $145,877+69.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.46% | 29.01%-12.5pp | 28.82%-12.4pp | 551.28%-534.8pp |
| Employer contribution / active EE | $5,903 | $7,022-15.9% | $6,427-8.2% | $4,663+26.6% |
| Participant deferral / active EE | $9,579 | $9,807-2.3% | $9,132+4.9% | $6,691+43.2% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |