Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,234 | $77,460+128.8% | $100,378+76.6% | $80,925+119.0% |
| Participation rate | 88.0% | 76.9%+11.1pp | 81.5%+6.5pp | 67.7%+20.3pp |
| Annual return | 20.26% | 37.24%-17.0pp | 49.41%-29.1pp | 35.65%-15.4pp |
| Employer contribution / active EE | $4,750 | $2,801+69.6% | $3,942+20.5% | $2,756+72.4% |
| Participant deferral / active EE | $12,326 | $6,818+80.8% | $8,087+52.4% | $4,299+186.7% |
| Admin fee / account holder | $263 | $5,887-95.5% | $7,899-96.7% | $6,940-96.2% |