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 | $243,225 | $83,485+191.3% | $125,195+94.3% | $72,976+233.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 17.04% | 25.77%-8.7pp | 43.79%-26.8pp | 81.02%-64.0pp |
| Employer contribution / active EE | $5,136 | $2,346+118.9% | $3,866+32.8% | $2,440+110.5% |
| Participant deferral / active EE | $5,328 | $3,586+48.6% | $4,937+7.9% | $3,608+47.7% |
| Admin fee / account holder | $299 | $5,518-94.6% | $9,704-96.9% | $5,124-94.2% |