Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,918 | $201,344-7.7% | $184,243+0.9% | $145,877+27.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.45% | 29.01%-3.6pp | 28.82%-3.4pp | 551.28%-525.8pp |
| Employer contribution / active EE | $10,000 | $7,022+42.4% | $6,427+55.6% | $4,663+114.5% |
| Participant deferral / active EE | $18,867 | $9,807+92.4% | $9,132+106.6% | $6,691+182.0% |
| Admin fee / account holder | $96 | $16,382-99.4% | $13,914-99.3% | $13,402-99.3% |