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 | $236,944 | $99,345+138.5% | $84,753+179.6% | $273,972-13.5% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 9.82% | 22.93%-13.1pp | 22.78%-13.0pp | 41.46%-31.6pp |
| Employer contribution / active EE | $3,197 | $4,214-24.1% | $3,574-10.6% | $4,869-34.3% |
| Participant deferral / active EE | $8,169 | $4,270+91.3% | $3,712+120.1% | $5,287+54.5% |
| Admin fee / account holder | $27 | $6,645-99.6% | $5,333-99.5% | $10,133-99.7% |