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 | $235,923 | $102,595+130.0% | $94,057+150.8% | $154,746+52.5% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 80.7%+6.8pp |
| Annual return | 18.02% | 583.42%-565.4pp | 480.62%-462.6pp | 172.34%-154.3pp |
| Employer contribution / active EE | $9,396 | $3,147+198.5% | $2,933+220.3% | $4,379+114.6% |
| Participant deferral / active EE | $19,497 | $5,118+280.9% | $4,709+314.0% | $6,730+189.7% |
| Admin fee / account holder | $137 | $7,736-98.2% | $7,244-98.1% | $14,365-99.0% |