Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,686 | $156,398+34.1% | $147,318+42.3% | $138,895+51.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.83% | 78.75%-58.9pp | 70.43%-50.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $15,371 | $4,853+216.7% | $4,593+234.7% | $4,194+266.5% |
| Participant deferral / active EE | $17,676 | $8,237+114.6% | $7,906+123.6% | $6,396+176.4% |
| Admin fee / account holder | $222 | $14,976-98.5% | $13,708-98.4% | $12,562-98.2% |