Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,853 | $86,949+129.9% | $102,460+95.1% | $80,959+146.9% |
| Participation rate | 72.4% | 72.4%0pp | 76.5%-4.1pp | 67.7%+4.7pp |
| Annual return | 10.57% | 18.89%-8.3pp | 29.47%-18.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $3,516 | $2,370+48.4% | $3,025+16.2% | $2,757+27.5% |
| Participant deferral / active EE | $9,321 | $4,121+126.2% | $5,056+84.3% | $4,300+116.7% |
| Admin fee / account holder | $8 | $8,048-99.9% | $9,460-99.9% | $6,925-99.9% |