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 | $244,982 | $81,358+201.1% | $155,556+57.5% | $80,959+202.6% |
| Participation rate | 80.0% | 66.3%+13.7pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 12.01% | 33.39%-21.4pp | 64.84%-52.8pp | 35.67%-23.7pp |
| Employer contribution / active EE | $2,711 | $3,106-12.7% | $4,675-42.0% | $2,757-1.7% |
| Participant deferral / active EE | $7,598 | $3,455+119.9% | $5,631+34.9% | $4,300+76.7% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |