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 | $199,720 | $139,948+42.7% | $121,663+64.2% | $154,746+29.1% |
| Participation rate | 85.7% | 78.0%+7.7pp | 74.5%+11.2pp | 80.7%+5.0pp |
| Annual return | 20.79% | 230.52%-209.7pp | 147.54%-126.7pp | 172.34%-151.5pp |
| Employer contribution / active EE | $8,693 | $3,521+146.9% | $3,020+187.8% | $4,379+98.5% |
| Participant deferral / active EE | $8,857 | $5,629+57.4% | $4,887+81.2% | $6,730+31.6% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |