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 | $160,615 | $209,422-23.3% | $178,503-10.0% | $158,982+1.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.68% | 188.81%-175.1pp | 151.12%-137.4pp | 302.99%-289.3pp |
| Employer contribution / active EE | $6,048 | $5,707+6.0% | $5,011+20.7% | $4,763+27.0% |
| Participant deferral / active EE | $21,580 | $5,955+262.4% | $5,202+314.8% | $5,983+260.7% |
| Admin fee / account holder | $111 | $17,079-99.4% | $13,987-99.2% | $11,252-99.0% |