Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,138 | $217,432-21.3% | $185,849-7.9% | $167,536+2.2% |
| Participation rate | 92.9% | 86.1%+6.8pp | 81.7%+11.1pp | 82.1%+10.7pp |
| Annual return | 13.35% | 148.42%-135.1pp | 122.10%-108.7pp | 478.82%-465.5pp |
| Employer contribution / active EE | $2,198 | $5,875-62.6% | $5,169-57.5% | $4,839-54.6% |
| Participant deferral / active EE | $5,178 | $6,357-18.5% | $5,569-7.0% | $6,342-18.4% |
| Admin fee / account holder | $202 | $19,818-99.0% | $16,244-98.8% | $12,315-98.4% |