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 | $217,713 | $217,427+0.1% | $185,837+17.2% | $167,518+30.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.00% | 148.39%-135.4pp | 122.08%-109.1pp | 478.71%-465.7pp |
| Employer contribution / active EE | $2,145 | $5,874-63.5% | $5,168-58.5% | $4,838-55.7% |
| Participant deferral / active EE | $3,148 | $6,357-50.5% | $5,568-43.5% | $6,342-50.4% |
| Admin fee / account holder | $6 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |