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 | $181,783 | $110,278+64.8% | $95,740+89.9% | $139,466+30.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.14% | 27.19%-8.0pp | 28.41%-9.3pp | 373.66%-354.5pp |
| Employer contribution / active EE | $9,531 | $3,260+192.3% | $2,836+236.1% | $4,754+100.5% |
| Participant deferral / active EE | $14,896 | $4,674+218.7% | $4,244+251.0% | $6,712+121.9% |
| Admin fee / account holder | $172 | $6,613-97.4% | $5,676-97.0% | $11,409-98.5% |