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 | $228,003 | $227,399+0.3% | $189,758+20.2% | $198,609+14.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 19.98% | 61.03%-41.0pp | 52.62%-32.6pp | 202.70%-182.7pp |
| Employer contribution / active EE | $9,732 | $5,526+76.1% | $4,767+104.2% | $5,055+92.5% |
| Participant deferral / active EE | $17,609 | $6,837+157.6% | $5,856+200.7% | $6,977+152.4% |
| Admin fee / account holder | $236 | $25,162-99.1% | $20,388-98.8% | $19,030-98.8% |