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 | $153,085 | $85,766+78.5% | $136,298+12.3% | $70,126+118.3% |
| Participation rate | 84.0% | 74.2%+9.8pp | 81.9%+2.1pp | 69.5%+14.5pp |
| Annual return | 19.87% | 31.46%-11.6pp | 5156.27%-5136.4pp | 73.15%-53.3pp |
| Employer contribution / active EE | $5,850 | $2,966+97.2% | $4,696+24.6% | $2,343+149.7% |
| Participant deferral / active EE | $14,240 | $5,051+181.9% | $6,247+127.9% | $3,332+327.4% |
| Admin fee / account holder | $172 | $5,421-96.8% | $9,244-98.1% | $4,645-96.3% |