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 | $208,137 | $76,407+172.4% | $150,298+38.5% | $82,448+152.4% |
| Participation rate | 88.9% | 66.4%+22.5pp | 77.8%+11.1pp | 68.1%+20.8pp |
| Annual return | 16.93% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $8,867 | $2,614+239.2% | $4,154+113.5% | $2,551+247.6% |
| Participant deferral / active EE | $6,905 | $3,214+114.8% | $5,453+26.6% | $4,139+66.8% |
| Admin fee / account holder | $201 | $6,352-96.8% | $14,116-98.6% | $7,234-97.2% |