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 | $213,583 | $213,785-0.1% | $185,441+15.2% | $155,188+37.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 7.68% | 19.97%-12.3pp | 20.16%-12.5pp | 148.84%-141.2pp |
| Employer contribution / active EE | $9,664 | $5,393+79.2% | $4,672+106.8% | $4,248+127.5% |
| Participant deferral / active EE | $13,486 | $6,864+96.5% | $6,152+119.2% | $6,531+106.5% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |