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 | $199,014 | $125,184+59.0% | $105,607+88.4% | $145,884+36.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 21.15% | 225.00%-203.9pp | 116.11%-95.0pp | 551.85%-530.7pp |
| Employer contribution / active EE | $2,081 | $3,720-44.0% | $3,167-34.3% | $4,662-55.4% |
| Participant deferral / active EE | $14,375 | $5,714+151.6% | $5,011+186.9% | $6,690+114.9% |
| Admin fee / account holder | $0 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |