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 | $186,300 | $99,875+86.5% | $146,866+26.9% | $86,983+114.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.86% | 28.10%-1.2pp | 102.85%-76.0pp | 25.83%+1.0pp |
| Employer contribution / active EE | $5,758 | $3,224+78.6% | $4,425+30.1% | $2,584+122.8% |
| Participant deferral / active EE | $10,589 | $6,322+67.5% | $7,759+36.5% | $4,194+152.5% |
| Admin fee / account holder | $157 | $7,838-98.0% | $13,620-98.8% | $7,856-98.0% |