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 | $156,977 | $183,539-14.5% | $155,556+0.9% | $145,897+7.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.90% | 61.31%-51.4pp | 64.84%-54.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $6,290 | $5,315+18.3% | $4,675+34.5% | $4,663+34.9% |
| Participant deferral / active EE | $10,101 | $6,467+56.2% | $5,631+79.4% | $6,689+51.0% |
| Admin fee / account holder | $23 | $19,275-99.9% | $15,885-99.9% | $13,390-99.8% |