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 | $199,763 | $112,729+77.2% | $98,716+102.4% | $137,256+45.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.37% | 38.48%-25.1pp | 31.81%-18.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $9,808 | $2,725+259.9% | $2,279+330.4% | $4,156+136.0% |
| Participant deferral / active EE | $11,033 | $4,640+137.8% | $4,048+172.6% | $6,407+72.2% |
| Admin fee / account holder | $31 | $10,129-99.7% | $8,703-99.6% | $12,270-99.7% |