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 | $138,048 | $99,053+39.4% | $88,179+56.6% | $138,895-0.6% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.1%+20.9pp | 79.9%+10.1pp |
| Annual return | 19.88% | 78.17%-58.3pp | 64.97%-45.1pp | 145.39%-125.5pp |
| Employer contribution / active EE | $5,050 | $2,882+75.2% | $2,549+98.1% | $4,194+20.4% |
| Participant deferral / active EE | $5,077 | $5,225-2.9% | $4,614+10.0% | $6,396-20.6% |
| Admin fee / account holder | $18 | $8,748-99.8% | $7,673-99.8% | $12,562-99.9% |