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 | $243,641 | $107,809+126.0% | $97,032+151.1% | $155,188+57.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 19.76% | 38.06%-18.3pp | 35.38%-15.6pp | 148.84%-129.1pp |
| Employer contribution / active EE | $26,727 | $2,911+818.1% | $2,629+916.7% | $4,248+529.2% |
| Participant deferral / active EE | $12,753 | $5,129+148.6% | $4,672+172.9% | $6,531+95.3% |
| Admin fee / account holder | $256 | $10,717-97.6% | $9,418-97.3% | $14,480-98.2% |