Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,833 | $139,948+45.6% | $121,663+67.5% | $154,746+31.7% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.5%+0.5pp | 80.7%-5.7pp |
| Annual return | 16.20% | 230.52%-214.3pp | 147.54%-131.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $7,436 | $3,521+111.2% | $3,020+146.2% | $4,379+69.8% |
| Participant deferral / active EE | $16,225 | $5,629+188.2% | $4,887+232.0% | $6,730+141.1% |
| Admin fee / account holder | $210 | $17,321-98.8% | $14,289-98.5% | $14,365-98.5% |