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 | $206,455 | $127,387+62.1% | $115,038+79.5% | $125,389+64.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.95% | 31.28%-32.2pp | 26.14%-27.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $11,868 | $5,166+129.7% | $4,608+157.6% | $4,866+143.9% |
| Participant deferral / active EE | $12,529 | $6,423+95.1% | $6,026+107.9% | $5,352+134.1% |
| Admin fee / account holder | $119 | $9,516-98.8% | $8,175-98.5% | $9,541-98.8% |