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 | $184,071 | $103,164+78.4% | $90,259+103.9% | $154,746+19.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 12.48% | 19.25%-6.8pp | 18.88%-6.4pp | 172.34%-159.9pp |
| Employer contribution / active EE | $2,673 | $2,532+5.6% | $2,291+16.7% | $4,379-39.0% |
| Participant deferral / active EE | $4,826 | $4,422+9.1% | $3,827+26.1% | $6,730-28.3% |
| Admin fee / account holder | $0 | $8,593-100.0% | $7,267-100.0% | $14,365-100.0% |