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 | $185,751 | $97,289+90.9% | $92,805+100.2% | $155,188+19.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 20.90% | 29.03%-8.1pp | 31.59%-10.7pp | 148.84%-127.9pp |
| Employer contribution / active EE | $24,625 | $3,632+578.0% | $3,424+619.2% | $4,248+479.7% |
| Participant deferral / active EE | $15,500 | $8,795+76.2% | $8,448+83.5% | $6,531+137.3% |
| Admin fee / account holder | $0 | $12,015-100.0% | $10,911-100.0% | $14,480-100.0% |