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 | $176,061 | $201,372-12.6% | $184,260-4.4% | $145,884+20.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.40% | 29.04%-18.6pp | 28.84%-18.4pp | 551.85%-541.4pp |
| Employer contribution / active EE | $10,827 | $7,024+54.2% | $6,427+68.5% | $4,662+132.2% |
| Participant deferral / active EE | $11,944 | $9,808+21.8% | $9,133+30.8% | $6,690+78.5% |
| Admin fee / account holder | $118 | $16,362-99.3% | $13,898-99.1% | $13,392-99.1% |