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 | $201,628 | $185,312+8.8% | $161,489+24.9% | $154,746+30.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.25% | 103.84%-92.6pp | 89.72%-78.5pp | 172.34%-161.1pp |
| Employer contribution / active EE | $2,236 | $4,769-53.1% | $4,268-47.6% | $4,379-48.9% |
| Participant deferral / active EE | $18,000 | $6,350+183.5% | $5,630+219.7% | $6,730+167.4% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |