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 | $179,740 | $81,476+120.6% | $102,383+75.6% | $80,925+122.1% |
| Participation rate | 96.4% | 66.8%+29.6pp | 74.5%+21.9pp | 67.7%+28.8pp |
| Annual return | 21.53% | 25.59%-4.1pp | 24.94%-3.4pp | 35.65%-14.1pp |
| Employer contribution / active EE | $17,291 | $3,105+456.9% | $3,870+346.8% | $2,756+527.3% |
| Participant deferral / active EE | $11,417 | $3,871+194.9% | $5,060+125.6% | $4,299+165.6% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,391-100.0% | $6,940-100.0% |