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 | $138,277 | $183,627-24.7% | $155,602-11.1% | $145,978-5.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.02% | 61.32%-48.3pp | 64.81%-51.8pp | 550.52%-537.5pp |
| Employer contribution / active EE | $9,275 | $5,316+74.5% | $4,675+98.4% | $4,662+99.0% |
| Participant deferral / active EE | $4,172 | $6,466-35.5% | $5,629-25.9% | $6,690-37.6% |
| Admin fee / account holder | $10 | $19,327-100.0% | $15,923-99.9% | $13,400-99.9% |