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 | $150,511 | $209,425-28.1% | $178,499-15.7% | $158,966-5.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.75% | 188.80%-178.0pp | 151.10%-140.4pp | 302.95%-292.2pp |
| Employer contribution / active EE | $9,443 | $5,707+65.4% | $5,011+88.4% | $4,762+98.3% |
| Participant deferral / active EE | $7,468 | $5,955+25.4% | $5,202+43.6% | $5,983+24.8% |
| Admin fee / account holder | $174 | $17,078-99.0% | $13,986-98.8% | $11,250-98.5% |