Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,273 | $181,062+22.8% | $158,223+40.5% | $155,188+43.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 26.69% | 57.39%-30.7pp | 52.09%-25.4pp | 148.84%-122.1pp |
| Employer contribution / active EE | $3,979 | $4,565-12.8% | $4,109-3.2% | $4,248-6.3% |
| Participant deferral / active EE | $17,128 | $6,134+179.2% | $5,467+213.3% | $6,531+162.3% |
| Admin fee / account holder | $188 | $18,825-99.0% | $16,047-98.8% | $14,480-98.7% |