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 | $239,727 | $165,381+45.0% | $149,730+60.1% | $158,966+50.8% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 19.33% | 348.29%-329.0pp | 276.70%-257.4pp | 302.95%-283.6pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,040 | $7,182+11.9% | $6,843+17.5% | $5,983+34.4% |
| Admin fee / account holder | $134 | $10,809-98.8% | $9,310-98.6% | $11,250-98.8% |