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 | $205,179 | $94,031+118.2% | $115,768+77.2% | $82,448+148.9% |
| Participation rate | 81.5% | 70.4%+11.1pp | 74.4%+7.1pp | 68.1%+13.4pp |
| Annual return | 15.39% | 20.61%-5.2pp | 100.46%-85.1pp | 41.64%-26.3pp |
| Employer contribution / active EE | $3,281 | $2,323+41.2% | $2,940+11.6% | $2,551+28.6% |
| Participant deferral / active EE | $7,595 | $3,972+91.2% | $4,917+54.5% | $4,139+83.5% |
| Admin fee / account holder | $0 | $10,249-100.0% | $12,439-100.0% | $7,234-100.0% |