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 | $183,427 | $160,028+14.6% | $147,080+24.7% | $145,884+25.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.46% | 98.60%-87.1pp | 420.17%-408.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $21,259 | $5,286+302.2% | $4,933+330.9% | $4,662+356.0% |
| Participant deferral / active EE | $15,286 | $8,422+81.5% | $8,066+89.5% | $6,690+128.5% |
| Admin fee / account holder | $119 | $15,030-99.2% | $12,989-99.1% | $13,392-99.1% |