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 | $201,400 | $183,592+9.7% | $155,574+29.5% | $145,877+38.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 20.57% | 61.37%-40.8pp | 64.87%-44.3pp | 551.28%-530.7pp |
| Employer contribution / active EE | $2,417 | $5,317-54.5% | $4,676-48.3% | $4,663-48.2% |
| Participant deferral / active EE | $8,824 | $6,466+36.5% | $5,629+56.8% | $6,691+31.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |