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 | $159,748 | $176,794-9.6% | $146,647+8.9% | $167,553-4.7% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 16.75% | 24.04%-7.3pp | 22.75%-6.0pp | 478.89%-462.1pp |
| Employer contribution / active EE | $4,395 | $5,161-14.8% | $4,137+6.2% | $4,840-9.2% |
| Participant deferral / active EE | $15,160 | $6,440+135.4% | $5,506+175.3% | $6,343+139.0% |
| Admin fee / account holder | $10 | $13,262-99.9% | $10,281-99.9% | $12,316-99.9% |