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 | $153,348 | $111,535+37.5% | $105,223+45.7% | $137,256+11.7% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 21.63% | 237.85%-216.2pp | 180.65%-159.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $3,643 | $3,939-7.5% | $3,689-1.2% | $4,156-12.3% |
| Participant deferral / active EE | $8,621 | $5,500+56.7% | $5,072+70.0% | $6,407+34.6% |
| Admin fee / account holder | $86 | $9,721-99.1% | $8,859-99.0% | $12,270-99.3% |