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 | $209,321 | $110,379+89.6% | $102,412+104.4% | $145,884+43.5% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+7.9pp |
| Annual return | 22.11% | 24.84%-2.7pp | 24.94%-2.8pp | 551.85%-529.7pp |
| Employer contribution / active EE | $12,088 | $4,216+186.7% | $3,870+212.3% | $4,662+159.3% |
| Participant deferral / active EE | $11,669 | $5,622+107.6% | $5,060+130.6% | $6,690+74.4% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |