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 | $203,742 | $212,386-4.1% | $199,883+1.9% | $138,895+46.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 61.36% | 47.75%+13.6pp | 43.81%+17.6pp | 145.39%-84.0pp |
| Employer contribution / active EE | $42,333 | $6,625+539.0% | $6,261+576.1% | $4,194+909.3% |
| Participant deferral / active EE | $10,000 | $9,617+4.0% | $9,138+9.4% | $6,396+56.3% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |