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 | $154,582 | $107,363+44.0% | $92,909+66.4% | $152,897+1.1% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 19.40% | 145.63%-126.2pp | 109.44%-90.0pp | 345.43%-326.0pp |
| Employer contribution / active EE | $3,536 | $4,222-16.2% | $3,653-3.2% | $4,764-25.8% |
| Participant deferral / active EE | $8,675 | $4,848+78.9% | $4,238+104.7% | $5,851+48.3% |
| Admin fee / account holder | $80 | $7,082-98.9% | $5,795-98.6% | $11,599-99.3% |