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 | $196,032 | $202,440-3.2% | $169,390+15.7% | $139,466+40.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 16.31% | 532.36%-516.1pp | 406.07%-389.8pp | 373.66%-357.4pp |
| Employer contribution / active EE | $834 | $4,693-82.2% | $4,013-79.2% | $4,754-82.5% |
| Participant deferral / active EE | $8,680 | $6,940+25.1% | $6,222+39.5% | $6,712+29.3% |
| Admin fee / account holder | $83 | $10,722-99.2% | $9,015-99.1% | $11,409-99.3% |