Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,184 | $107,809+48.6% | $97,032+65.1% | $155,188+3.2% |
| Participation rate | 80.0% | 75.5%+4.5pp | 71.6%+8.4pp | 80.8%-0.8pp |
| Annual return | 9.61% | 38.06%-28.5pp | 35.38%-25.8pp | 148.84%-139.2pp |
| Employer contribution / active EE | $14,176 | $2,911+387.0% | $2,629+439.3% | $4,248+233.7% |
| Participant deferral / active EE | $1,810 | $5,129-64.7% | $4,672-61.3% | $6,531-72.3% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |