Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,169 | $183,592-18.2% | $155,567-3.5% | $145,959+2.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 23.38% | 61.24%-37.9pp | 64.74%-41.4pp | 561.95%-538.6pp |
| Employer contribution / active EE | $7,121 | $5,315+34.0% | $4,674+52.3% | $4,661+52.8% |
| Participant deferral / active EE | $6,328 | $6,464-2.1% | $5,628+12.4% | $6,689-5.4% |
| Admin fee / account holder | $7 | $19,318-100.0% | $15,916-100.0% | $13,398-99.9% |