Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,551 | $154,228+59.2% | $145,433+68.8% | $137,256+78.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 16.25% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,069 | $4,804-36.1% | $4,554-32.6% | $4,156-26.2% |
| Participant deferral / active EE | $4,627 | $8,216-43.7% | $7,897-41.4% | $6,407-27.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |