Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,119 | $211,288+8.9% | $178,540+28.9% | $145,884+57.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.58% | 30.27%-11.7pp | 27.15%-8.6pp | 551.85%-533.3pp |
| Employer contribution / active EE | $2,541 | $4,574-44.4% | $3,953-35.7% | $4,662-45.5% |
| Participant deferral / active EE | $12,695 | $6,967+82.2% | $6,281+102.1% | $6,690+89.8% |
| Admin fee / account holder | $2 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |