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 | $209,855 | $162,821+28.9% | $133,978+56.6% | $158,982+32.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 22.36% | 41.95%-19.6pp | 45.10%-22.7pp | 302.99%-280.6pp |
| Employer contribution / active EE | $8,384 | $4,976+68.5% | $3,919+113.9% | $4,763+76.0% |
| Participant deferral / active EE | $4,937 | $5,910-16.5% | $5,047-2.2% | $5,983-17.5% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |