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 | $228,138 | $181,896+25.4% | $156,551+45.7% | $273,972-16.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.13% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $8,943 | $6,248+43.1% | $5,501+62.6% | $4,869+83.7% |
| Participant deferral / active EE | $6,104 | $5,550+10.0% | $4,871+25.3% | $5,287+15.5% |
| Admin fee / account holder | $169 | $15,560-98.9% | $13,028-98.7% | $10,133-98.3% |