Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,781 | $201,370+3.2% | $184,256+12.8% | $145,897+42.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.40% | 29.05%-9.6pp | 28.85%-9.4pp | 552.29%-532.9pp |
| Employer contribution / active EE | $2,507 | $7,024-64.3% | $6,427-61.0% | $4,663-46.2% |
| Participant deferral / active EE | $17,222 | $9,808+75.6% | $9,133+88.6% | $6,689+157.5% |
| Admin fee / account holder | $275 | $16,364-98.3% | $13,899-98.0% | $13,390-97.9% |