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 | $111,006 | $85,171+30.3% | $172,752-35.7% | $72,975+52.1% |
| Participation rate | 97.8% | 70.1%+27.8pp | 82.6%+15.2pp | 69.5%+28.3pp |
| Annual return | 27.15% | 27.32%-0.2pp | 802.97%-775.8pp | 81.01%-53.9pp |
| Employer contribution / active EE | $8,658 | $3,324+160.5% | $5,144+68.3% | $2,440+254.8% |
| Participant deferral / active EE | $5,162 | $3,260+58.3% | $5,198-0.7% | $3,608+43.1% |
| Admin fee / account holder | $54 | $5,880-99.1% | $13,955-99.6% | $5,124-98.9% |