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 | $118,135 | $198,457-40.5% | $170,435-30.7% | $147,586-20.0% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 18.74% | 257.30%-238.6pp | 205.94%-187.2pp | 578.59%-559.9pp |
| Employer contribution / active EE | $4,621 | $6,183-25.3% | $5,432-14.9% | $4,876-5.2% |
| Participant deferral / active EE | $8,086 | $5,629+43.6% | $4,939+63.7% | $5,439+48.7% |
| Admin fee / account holder | $135 | $16,852-99.2% | $13,881-99.0% | $10,886-98.8% |