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 | $158,567 | $175,231-9.5% | $149,696+5.9% | $139,466+13.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 44.51% | 166.77%-122.3pp | 134.46%-89.9pp | 373.66%-329.1pp |
| Employer contribution / active EE | $2,563 | $5,478-53.2% | $4,821-46.8% | $4,754-46.1% |
| Participant deferral / active EE | $7,388 | $6,521+13.3% | $5,682+30.0% | $6,712+10.1% |
| Admin fee / account holder | $203 | $16,155-98.7% | $13,212-98.5% | $11,409-98.2% |