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 | $177,893 | $93,598+90.1% | $135,974+30.8% | $75,173+136.6% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+29.0pp |
| Annual return | 20.32% | 30.89%-10.6pp | 68.30%-48.0pp | 160.72%-140.4pp |
| Employer contribution / active EE | $3,121 | $3,538-11.8% | $4,859-35.8% | $2,671+16.9% |
| Participant deferral / active EE | $8,775 | $6,405+37.0% | $7,760+13.1% | $4,126+112.7% |
| Admin fee / account holder | $280 | $6,978-96.0% | $10,767-97.4% | $5,651-95.1% |