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 | $224,427 | $124,425+80.4% | $112,040+100.3% | $137,256+63.5% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 17.83% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $4,613 | $3,411+35.2% | $2,954+56.2% | $4,156+11.0% |
| Participant deferral / active EE | $16,493 | $5,718+188.4% | $5,098+223.5% | $6,407+157.4% |
| Admin fee / account holder | $66 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |