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 | $204,085 | $185,883+9.8% | $170,043+20.0% | $139,466+46.3% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 34.53% | 60.54%-26.0pp | 53.40%-18.9pp | 373.66%-339.1pp |
| Employer contribution / active EE | $3,920 | $7,596-48.4% | $6,790-42.3% | $4,754-17.5% |
| Participant deferral / active EE | $8,435 | $11,626-27.4% | $10,410-19.0% | $6,712+25.7% |
| Admin fee / account holder | $7 | $15,393-100.0% | $12,824-99.9% | $11,409-99.9% |