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 | $181,677 | $178,174+2.0% | $156,181+16.3% | $137,256+32.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.53% | 84.19%-71.7pp | 64.87%-52.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $3,342 | $4,972-32.8% | $4,294-22.2% | $4,156-19.6% |
| Participant deferral / active EE | $10,241 | $6,888+48.7% | $6,132+67.0% | $6,407+59.8% |
| Admin fee / account holder | $60 | $17,404-99.7% | $14,586-99.6% | $12,270-99.5% |