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 | $240,471 | $181,896+32.2% | $156,551+53.6% | $273,972-12.2% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 8.25% | 30.74%-22.5pp | 32.23%-24.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $11,603 | $6,248+85.7% | $5,501+110.9% | $4,869+138.3% |
| Participant deferral / active EE | $9,915 | $5,550+78.6% | $4,871+103.5% | $5,287+87.5% |
| Admin fee / account holder | $250 | $15,560-98.4% | $13,028-98.1% | $10,133-97.5% |