Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,656 | $213,785+5.1% | $185,441+21.1% | $155,188+44.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 23.15% | 19.97%+3.2pp | 20.16%+3.0pp | 148.84%-125.7pp |
| Employer contribution / active EE | $6,380 | $5,393+18.3% | $4,672+36.6% | $4,248+50.2% |
| Participant deferral / active EE | $23,667 | $6,864+244.8% | $6,152+284.7% | $6,531+262.4% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |