Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,640 | $201,264-3.3% | $184,185+5.7% | $145,978+33.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.17% | 29.00%-17.8pp | 28.81%-17.6pp | 550.52%-539.4pp |
| Employer contribution / active EE | $13,646 | $7,021+94.4% | $6,426+112.4% | $4,662+192.7% |
| Participant deferral / active EE | $11,576 | $9,806+18.1% | $9,132+26.8% | $6,690+73.0% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |