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 | $246,807 | $201,264+22.6% | $184,185+34.0% | $145,978+69.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.43% | 29.00%-9.6pp | 28.81%-9.4pp | 550.52%-531.1pp |
| Employer contribution / active EE | $18,116 | $7,021+158.0% | $6,426+181.9% | $4,662+288.6% |
| Participant deferral / active EE | $16,590 | $9,806+69.2% | $9,132+81.7% | $6,690+148.0% |
| Admin fee / account holder | $118 | $16,376-99.3% | $13,909-99.2% | $13,400-99.1% |