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 | $101,950+101.3% | $125,529+63.5% | $86,983+135.9% |
| Participation rate | 81.5% | 70.2%+11.3pp | 74.7%+6.8pp | 69.5%+11.9pp |
| Annual return | 15.39% | 18.29%-2.9pp | 202.56%-187.2pp | 25.83%-10.4pp |
| Employer contribution / active EE | $3,281 | $2,358+39.1% | $3,058+7.3% | $2,584+26.9% |
| Participant deferral / active EE | $7,595 | $3,862+96.6% | $4,813+57.8% | $4,194+81.1% |
| Admin fee / account holder | $0 | $12,791-100.0% | $16,298-100.0% | $7,856-100.0% |