Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,768 | $201,259+3.2% | $184,200+12.8% | $145,959+42.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.70% | 28.98%-10.3pp | 28.80%-10.1pp | 561.95%-543.2pp |
| Employer contribution / active EE | $8,645 | $7,018+23.2% | $6,424+34.6% | $4,661+85.5% |
| Participant deferral / active EE | $22,767 | $9,806+132.2% | $9,132+149.3% | $6,689+240.4% |
| Admin fee / account holder | $27 | $16,372-99.8% | $13,907-99.8% | $13,398-99.8% |