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 | $175,559 | $223,823-21.6% | $211,142-16.9% | $154,746+13.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.10% | 50.39%-36.3pp | 46.84%-32.7pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,471 | $6,787-63.6% | $6,442-61.6% | $4,379-43.6% |
| Participant deferral / active EE | $10,968 | $9,750+12.5% | $9,284+18.1% | $6,730+63.0% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |