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 | $201,197 | $153,769+30.8% | $133,975+50.2% | $273,972-26.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.22% | 36.51%-24.3pp | 29.29%-17.1pp | 41.46%-29.2pp |
| Employer contribution / active EE | $15,900 | $6,029+163.7% | $5,211+205.1% | $4,869+226.6% |
| Participant deferral / active EE | $18,000 | $6,958+158.7% | $6,282+186.5% | $5,287+240.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |