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 | $158,867 | $115,814+37.2% | $101,275+56.9% | $158,982-0.1% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 11.69% | 56.16%-44.5pp | 46.48%-34.8pp | 302.99%-291.3pp |
| Employer contribution / active EE | $4,060 | $4,176-2.8% | $3,660+10.9% | $4,763-14.8% |
| Participant deferral / active EE | $15,541 | $4,958+213.4% | $4,371+255.6% | $5,983+159.7% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |