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 | $158,415 | $209,336-24.3% | $197,124-19.6% | $137,256+15.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.98% | 48.09%-31.1pp | 44.34%-27.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $8,444 | $6,591+28.1% | $6,227+35.6% | $4,156+103.2% |
| Participant deferral / active EE | $5,767 | $9,614-40.0% | $9,135-36.9% | $6,407-10.0% |
| Admin fee / account holder | $245 | $17,308-98.6% | $16,298-98.5% | $12,270-98.0% |