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 | $157,601 | $162,812-3.2% | $133,971+17.6% | $158,966-0.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.38% | 41.94%-29.6pp | 45.09%-32.7pp | 302.95%-290.6pp |
| Employer contribution / active EE | $2,240 | $4,976-55.0% | $3,919-42.8% | $4,762-53.0% |
| Participant deferral / active EE | $4,618 | $5,910-21.9% | $5,047-8.5% | $5,983-22.8% |
| Admin fee / account holder | $3 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |