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 | $229,054 | $183,592+24.8% | $155,574+47.2% | $145,877+57.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 15.59% | 61.37%-45.8pp | 64.87%-49.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $3,536 | $5,317-33.5% | $4,676-24.4% | $4,663-24.2% |
| Participant deferral / active EE | $6,802 | $6,466+5.2% | $5,629+20.8% | $6,691+1.7% |
| Admin fee / account holder | $48 | $19,316-99.7% | $15,914-99.7% | $13,402-99.6% |