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 | $196,001 | $197,594-0.8% | $177,822+10.2% | $158,931+23.3% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 15.63% | 58.76%-43.1pp | 48.32%-32.7pp | 302.86%-287.2pp |
| Employer contribution / active EE | $9,658 | $6,697+44.2% | $5,918+63.2% | $4,761+102.8% |
| Participant deferral / active EE | $9,531 | $8,405+13.4% | $7,714+23.6% | $5,982+59.3% |
| Admin fee / account holder | $27 | $15,400-99.8% | $12,428-99.8% | $11,247-99.8% |