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 | $186,925 | $91,037+105.3% | $71,671+160.8% | $147,586+26.7% |
| Participation rate | 81.8% | 76.1%+5.7pp | 68.7%+13.1pp | 82.8%-1.0pp |
| Annual return | 21.39% | 20.48%+0.9pp | 20.65%+0.7pp | 578.59%-557.2pp |
| Employer contribution / active EE | $7,298 | $3,327+119.3% | $2,460+196.7% | $4,876+49.7% |
| Participant deferral / active EE | $13,368 | $4,498+197.2% | $3,438+288.8% | $5,439+145.8% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |