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 | $171,008 | $57,828+195.7% | $117,039+46.1% | $70,126+143.9% |
| Participation rate | 92.0% | 67.1%+24.9pp | 77.2%+14.8pp | 69.5%+22.5pp |
| Annual return | 14.42% | 17.55%-3.1pp | 18.95%-4.5pp | 73.15%-58.7pp |
| Employer contribution / active EE | $13,193 | $1,816+626.5% | $3,785+248.6% | $2,343+463.2% |
| Participant deferral / active EE | $9,234 | $2,438+278.8% | $3,929+135.0% | $3,332+177.2% |
| Admin fee / account holder | $0 | $3,548-100.0% | $5,974-100.0% | $4,645-100.0% |