Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,119 | $185,312+9.1% | $161,489+25.2% | $154,746+30.6% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.7%-6.0pp | 80.7%-8.0pp |
| Annual return | 14.34% | 103.84%-89.5pp | 89.72%-75.4pp | 172.34%-158.0pp |
| Employer contribution / active EE | $15,184 | $4,769+218.4% | $4,268+255.7% | $4,379+246.7% |
| Participant deferral / active EE | $6,321 | $6,350-0.5% | $5,630+12.3% | $6,730-6.1% |
| Admin fee / account holder | $274 | $18,654-98.5% | $16,006-98.3% | $14,365-98.1% |