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 | $184,733 | $76,551+141.3% | $123,894+49.1% | $62,881+193.8% |
| Participation rate | 87.9% | 73.0%+14.9pp | 81.4%+6.5pp | 69.3%+18.6pp |
| Annual return | 7.48% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $6,584 | $2,882+128.4% | $4,617+42.6% | $2,281+188.6% |
| Participant deferral / active EE | $8,277 | $4,840+71.0% | $5,984+38.3% | $3,203+158.4% |
| Admin fee / account holder | $114 | $4,826-97.6% | $8,357-98.6% | $4,296-97.4% |