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 | $159,065 | $79,955+98.9% | $98,450+61.6% | $75,181+111.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 18.10% | 19.75%-1.7pp | 21.16%-3.1pp | 160.69%-142.6pp |
| Employer contribution / active EE | $5,444 | $2,264+140.4% | $3,049+78.5% | $2,671+103.8% |
| Participant deferral / active EE | $12,470 | $3,752+232.3% | $4,739+163.1% | $4,126+202.2% |
| Admin fee / account holder | $272 | $6,841-96.0% | $8,961-97.0% | $5,650-95.2% |