Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,513 | $184,014-14.9% | $161,149-2.9% | $138,895+12.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 11.21% | 21.52%-10.3pp | 21.16%-9.9pp | 145.39%-134.2pp |
| Employer contribution / active EE | $6,110 | $5,055+20.9% | $4,360+40.1% | $4,194+45.7% |
| Participant deferral / active EE | $18,280 | $6,909+164.6% | $6,153+197.1% | $6,396+185.8% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |