Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,565 | $185,883-6.1% | $170,043+2.7% | $139,466+25.2% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 19.14% | 60.54%-41.4pp | 53.40%-34.3pp | 373.66%-354.5pp |
| Employer contribution / active EE | $12,531 | $7,596+65.0% | $6,790+84.6% | $4,754+163.6% |
| Participant deferral / active EE | $7,301 | $11,626-37.2% | $10,410-29.9% | $6,712+8.8% |
| Admin fee / account holder | $214 | $15,393-98.6% | $12,824-98.3% | $11,409-98.1% |