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 | $194,632 | $49,280+295.0% | $67,313+189.1% | $64,173+203.3% |
| Participation rate | 95.6% | 60.8%+34.8pp | 69.1%+26.5pp | 69.6%+26.0pp |
| Annual return | 12.61% | -1.39%+14.0pp | -4.08%+16.7pp | 7.63%+5.0pp |
| Employer contribution / active EE | $7,094 | $1,668+325.2% | $2,566+176.5% | $2,381+198.0% |
| Participant deferral / active EE | $6,307 | $2,484+153.9% | $3,568+76.8% | $3,470+81.8% |
| Admin fee / account holder | $170 | $3,863-95.6% | $4,507-96.2% | $4,887-96.5% |