Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,455 | $148,623+57.1% | $135,974+71.7% | $139,466+67.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.51% | 79.30%-59.8pp | 68.30%-48.8pp | 373.66%-354.2pp |
| Employer contribution / active EE | $18,224 | $5,246+247.4% | $4,859+275.1% | $4,754+283.3% |
| Participant deferral / active EE | $19,691 | $8,103+143.0% | $7,760+153.7% | $6,712+193.4% |
| Admin fee / account holder | $257 | $12,406-97.9% | $10,767-97.6% | $11,409-97.7% |