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 | $106,974+72.1% | $90,796+102.7% | $138,895+32.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 12.48% | 20.10%-7.6pp | 19.29%-6.8pp | 145.39%-132.9pp |
| Employer contribution / active EE | $2,673 | $2,609+2.5% | $2,294+16.5% | $4,194-36.3% |
| Participant deferral / active EE | $4,826 | $4,455+8.3% | $3,822+26.3% | $6,396-24.6% |
| Admin fee / account holder | $0 | $8,626-100.0% | $7,024-100.0% | $12,562-100.0% |