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 | $216,744 | $162,136+33.7% | $152,301+42.3% | $154,746+40.1% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 22.67% | 91.02%-68.4pp | 80.50%-57.8pp | 172.34%-149.7pp |
| Employer contribution / active EE | $8,009 | $4,890+63.8% | $4,624+73.2% | $4,379+82.9% |
| Participant deferral / active EE | $8,897 | $8,341+6.7% | $8,004+11.2% | $6,730+32.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |