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 | $214,339 | $183,978+16.5% | $162,171+32.2% | $152,885+40.2% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.5%+5.0pp |
| Annual return | 21.36% | 150.78%-129.4pp | 115.60%-94.2pp | 345.39%-324.0pp |
| Employer contribution / active EE | $2,162 | $6,370-66.1% | $5,613-61.5% | $4,763-54.6% |
| Participant deferral / active EE | $4,631 | $8,033-42.3% | $7,297-36.5% | $5,851-20.9% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |