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 | $153,444 | $201,344-23.8% | $184,243-16.7% | $145,877+5.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.66% | 29.01%-7.4pp | 28.82%-7.2pp | 551.28%-529.6pp |
| Employer contribution / active EE | $2,439 | $7,022-65.3% | $6,427-62.1% | $4,663-47.7% |
| Participant deferral / active EE | $10,167 | $9,807+3.7% | $9,132+11.3% | $6,691+52.0% |
| Admin fee / account holder | $166 | $16,382-99.0% | $13,914-98.8% | $13,402-98.8% |