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 | $183,813 | $96,731+90.0% | $123,973+48.3% | $86,983+111.3% |
| Participation rate | 91.2% | 70.0%+21.2pp | 76.7%+14.5pp | 69.5%+21.6pp |
| Annual return | 14.24% | 17.33%-3.1pp | 388.13%-373.9pp | 25.83%-11.6pp |
| Employer contribution / active EE | $9,267 | $3,297+181.1% | $4,126+124.6% | $2,584+258.6% |
| Participant deferral / active EE | $5,372 | $4,152+29.4% | $5,247+2.4% | $4,194+28.1% |
| Admin fee / account holder | $255 | $8,722-97.1% | $11,799-97.8% | $7,856-96.8% |