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 | $218,220 | $108,922+100.3% | $100,398+117.4% | $145,978+49.5% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 21.54% | 58.04%-36.5pp | 49.32%-27.8pp | 550.52%-529.0pp |
| Employer contribution / active EE | $3,543 | $4,426-20.0% | $3,946-10.2% | $4,662-24.0% |
| Participant deferral / active EE | $6,409 | $8,450-24.1% | $8,084-20.7% | $6,690-4.2% |
| Admin fee / account holder | $8 | $9,680-99.9% | $7,893-99.9% | $13,400-99.9% |