Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,841 | $108,911+101.9% | $100,392+119.0% | $145,884+50.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.98% | 58.23%-42.2pp | 49.45%-33.5pp | 551.85%-535.9pp |
| Employer contribution / active EE | $12,673 | $4,420+186.7% | $3,941+221.5% | $4,662+171.8% |
| Participant deferral / active EE | $18,703 | $8,459+121.1% | $8,090+131.2% | $6,690+179.6% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |