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 | $141,769 | $52,279+171.2% | $89,414+58.6% | $79,852+77.5% |
| Participation rate | 85.2% | 57.5%+27.6pp | 68.0%+17.2pp | 69.6%+15.5pp |
| Annual return | 15.71% | 22.16%-6.5pp | 245.50%-229.8pp | 31.72%-16.0pp |
| Employer contribution / active EE | $1,459 | $1,572-7.2% | $2,586-43.6% | $2,471-41.0% |
| Participant deferral / active EE | $5,628 | $2,740+105.4% | $3,890+44.7% | $3,740+50.5% |
| Admin fee / account holder | $2 | $3,356-99.9% | $4,883-100.0% | $5,306-100.0% |