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 | $201,543 | $94,529+113.2% | $140,019+43.9% | $64,173+214.1% |
| Participation rate | 96.7% | 84.1%+12.6pp | 87.5%+9.2pp | 69.6%+27.1pp |
| Annual return | 11.71% | 7.77%+3.9pp | 651.17%-639.5pp | 7.63%+4.1pp |
| Employer contribution / active EE | $2,274 | $3,812-40.4% | $5,605-59.4% | $2,381-4.5% |
| Participant deferral / active EE | $7,828 | $5,250+49.1% | $6,927+13.0% | $3,470+125.6% |
| Admin fee / account holder | $66 | $6,741-99.0% | $10,705-99.4% | $4,887-98.6% |