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 | $139,729 | $115,814+20.6% | $101,275+38.0% | $158,982-12.1% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+8.9pp |
| Annual return | 12.21% | 56.16%-43.9pp | 46.48%-34.3pp | 302.99%-290.8pp |
| Employer contribution / active EE | $7,474 | $4,176+79.0% | $3,660+104.2% | $4,763+56.9% |
| Participant deferral / active EE | $5,840 | $4,958+17.8% | $4,371+33.6% | $5,983-2.4% |
| Admin fee / account holder | $278 | $7,249-96.2% | $5,948-95.3% | $11,252-97.5% |