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 | $218,152 | $201,344+8.3% | $184,243+18.4% | $145,877+49.5% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 17.57% | 29.01%-11.4pp | 28.82%-11.2pp | 551.28%-533.7pp |
| Employer contribution / active EE | $2,950 | $7,022-58.0% | $6,427-54.1% | $4,663-36.7% |
| Participant deferral / active EE | $10,998 | $9,807+12.1% | $9,132+20.4% | $6,691+64.4% |
| Admin fee / account holder | $277 | $16,382-98.3% | $13,914-98.0% | $13,402-97.9% |