Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,474 | $211,224-8.4% | $178,505+8.4% | $145,897+32.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 43.51% | 30.28%+13.2pp | 27.16%+16.4pp | 552.29%-508.8pp |
| Employer contribution / active EE | $2,640 | $4,577-42.3% | $3,955-33.3% | $4,663-43.4% |
| Participant deferral / active EE | $20,333 | $6,966+191.9% | $6,280+223.8% | $6,689+204.0% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |