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 | $198,070 | $99,345+99.4% | $84,753+133.7% | $273,972-27.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.06% | 22.93%-12.9pp | 22.78%-12.7pp | 41.46%-31.4pp |
| Employer contribution / active EE | $18,286 | $4,214+333.9% | $3,574+411.6% | $4,869+275.6% |
| Participant deferral / active EE | $4,568 | $4,270+7.0% | $3,712+23.1% | $5,287-13.6% |
| Admin fee / account holder | $8 | $6,645-99.9% | $5,333-99.8% | $10,133-99.9% |