Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,234 | $181,062-6.5% | $158,223+7.0% | $155,188+9.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.65% | 57.39%-36.7pp | 52.09%-31.4pp | 148.84%-128.2pp |
| Employer contribution / active EE | $1,714 | $4,565-62.5% | $4,109-58.3% | $4,248-59.7% |
| Participant deferral / active EE | $6,596 | $6,134+7.5% | $5,467+20.6% | $6,531+1.0% |
| Admin fee / account holder | $20 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |