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 | $207,286 | $215,361-3.7% | $171,082+21.2% | $273,972-24.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 24.69% | 25.14%-0.4pp | 32.56%-7.9pp | 41.46%-16.8pp |
| Employer contribution / active EE | $10,877 | $4,967+119.0% | $4,002+171.8% | $4,869+123.4% |
| Participant deferral / active EE | $6,089 | $5,543+9.8% | $4,797+26.9% | $5,287+15.2% |
| Admin fee / account holder | $10 | $10,846-99.9% | $8,520-99.9% | $10,133-99.9% |