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 | $157,419 | $135,956+15.8% | $123,894+27.1% | $273,972-42.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.20% | 56.63%-45.4pp | 47.52%-36.3pp | 41.46%-30.3pp |
| Employer contribution / active EE | $8,272 | $5,170+60.0% | $4,617+79.2% | $4,869+69.9% |
| Participant deferral / active EE | $5,146 | $6,343-18.9% | $5,984-14.0% | $5,287-2.7% |
| Admin fee / account holder | $85 | $9,817-99.1% | $8,357-99.0% | $10,133-99.2% |