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 | $243,028 | $165,361+47.0% | $149,715+62.3% | $158,950+52.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.88% | 348.24%-332.4pp | 276.66%-260.8pp | 302.91%-287.0pp |
| Employer contribution / active EE | $4,400 | $5,103-13.8% | $4,645-5.3% | $4,762-7.6% |
| Participant deferral / active EE | $15,800 | $7,182+120.0% | $6,842+130.9% | $5,983+164.1% |
| Admin fee / account holder | $156 | $10,808-98.6% | $9,310-98.3% | $11,248-98.6% |