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 | $176,430 | $157,276+12.2% | $141,177+25.0% | $152,885+15.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 26.99% | 64.33%-37.3pp | 71.40%-44.4pp | 345.39%-318.4pp |
| Employer contribution / active EE | $1,816 | $5,262-65.5% | $4,736-61.7% | $4,763-61.9% |
| Participant deferral / active EE | $10,689 | $7,110+50.3% | $6,710+59.3% | $5,851+82.7% |
| Admin fee / account holder | $177 | $12,123-98.5% | $10,263-98.3% | $11,598-98.5% |