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 | $218,687 | $211,946+3.2% | $169,452+29.1% | $135,380+61.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 10.69% | 3.26%+7.4pp | 1.83%+8.9pp | 519.81%-509.1pp |
| Employer contribution / active EE | $2,360 | $5,117-53.9% | $4,157-43.2% | $4,779-50.6% |
| Participant deferral / active EE | $12,250 | $6,075+101.6% | $5,277+132.1% | $5,609+118.4% |
| Admin fee / account holder | $13 | $11,472-99.9% | $9,110-99.9% | $10,828-99.9% |