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 | $176,417 | $85,169+107.1% | $172,755+2.1% | $72,983+141.7% |
| Participation rate | 92.3% | 70.1%+22.2pp | 82.6%+9.7pp | 69.5%+22.8pp |
| Annual return | 25.40% | 27.32%-1.9pp | 802.94%-777.5pp | 81.01%-55.6pp |
| Employer contribution / active EE | $7,841 | $3,324+135.9% | $5,144+52.4% | $2,440+221.4% |
| Participant deferral / active EE | $5,957 | $3,260+82.7% | $5,198+14.6% | $3,608+65.1% |
| Admin fee / account holder | $113 | $5,880-98.1% | $13,955-99.2% | $5,124-97.8% |