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 | $167,616 | $148,623+12.8% | $135,974+23.3% | $139,466+20.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 18.11% | 79.30%-61.2pp | 68.30%-50.2pp | 373.66%-355.6pp |
| Employer contribution / active EE | $7,717 | $5,246+47.1% | $4,859+58.8% | $4,754+62.3% |
| Participant deferral / active EE | $13,375 | $8,103+65.1% | $7,760+72.4% | $6,712+99.3% |
| Admin fee / account holder | $61 | $12,406-99.5% | $10,767-99.4% | $11,409-99.5% |