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 | $167,426 | $107,363+55.9% | $92,909+80.2% | $152,897+9.5% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 23.47% | 145.63%-122.2pp | 109.44%-86.0pp | 345.43%-322.0pp |
| Employer contribution / active EE | $14,093 | $4,222+233.8% | $3,653+285.7% | $4,764+195.8% |
| Participant deferral / active EE | $8,191 | $4,848+69.0% | $4,238+93.3% | $5,851+40.0% |
| Admin fee / account holder | $20 | $7,082-99.7% | $5,795-99.7% | $11,599-99.8% |