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 | $140,574 | $198,462-29.2% | $170,439-17.5% | $147,585-4.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.47% | 257.30%-241.8pp | 205.94%-190.5pp | 578.58%-563.1pp |
| Employer contribution / active EE | $8,365 | $6,184+35.3% | $5,433+54.0% | $4,876+71.5% |
| Participant deferral / active EE | $7,300 | $5,629+29.7% | $4,939+47.8% | $5,439+34.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |