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 | $179,105 | $152,612+17.4% | $125,192+43.1% | $152,897+17.1% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 27.49% | 54.85%-27.4pp | 43.79%-16.3pp | 345.43%-317.9pp |
| Employer contribution / active EE | $8,670 | $4,947+75.2% | $3,866+124.3% | $4,764+82.0% |
| Participant deferral / active EE | $4,940 | $5,868-15.8% | $4,937+0.1% | $5,851-15.6% |
| Admin fee / account holder | $35 | $13,437-99.7% | $9,704-99.6% | $11,599-99.7% |