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 | $185,292 | $157,304+17.8% | $141,197+31.2% | $152,909+21.2% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.5%+4.2pp |
| Annual return | 20.21% | 64.34%-44.1pp | 71.41%-51.2pp | 345.46%-325.3pp |
| Employer contribution / active EE | $1,311 | $5,263-75.1% | $4,736-72.3% | $4,764-72.5% |
| Participant deferral / active EE | $8,901 | $7,111+25.2% | $6,710+32.6% | $5,851+52.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |