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 | $198,296 | $180,749+9.7% | $160,784+23.3% | $137,256+44.5% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 17.80% | 2234.46%-2216.7pp | 1803.92%-1786.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,293 | $4,155-44.8% | $3,733-38.6% | $4,156-44.8% |
| Participant deferral / active EE | $6,367 | $6,844-7.0% | $6,293+1.2% | $6,407-0.6% |
| Admin fee / account holder | $28 | $10,397-99.7% | $9,717-99.7% | $12,270-99.8% |