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 | $158,135 | $103,008+53.5% | $90,304+75.1% | $152,897+3.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 20.96% | 95.22%-74.3pp | 78.13%-57.2pp | 345.43%-324.5pp |
| Employer contribution / active EE | $6,086 | $3,139+93.9% | $2,855+113.2% | $4,764+27.8% |
| Participant deferral / active EE | $6,453 | $4,281+50.7% | $3,885+66.1% | $5,851+10.3% |
| Admin fee / account holder | $46 | $6,175-99.3% | $5,354-99.1% | $11,599-99.6% |