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 | $108,922+101.8% | $100,398+119.0% | $145,978+50.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.98% | 58.04%-42.1pp | 49.32%-33.3pp | 550.52%-534.5pp |
| Employer contribution / active EE | $12,673 | $4,426+186.4% | $3,946+221.2% | $4,662+171.9% |
| Participant deferral / active EE | $18,703 | $8,450+121.3% | $8,084+131.4% | $6,690+179.6% |
| Admin fee / account holder | $0 | $9,680-100.0% | $7,893-100.0% | $13,400-100.0% |