Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,685 | $183,592-12.5% | $155,574+3.3% | $145,877+10.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.10% | 61.37%-49.3pp | 64.87%-52.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $15,781 | $5,317+196.8% | $4,676+237.5% | $4,663+238.4% |
| Participant deferral / active EE | $14,809 | $6,466+129.0% | $5,629+163.1% | $6,691+121.3% |
| Admin fee / account holder | $257 | $19,316-98.7% | $15,914-98.4% | $13,402-98.1% |