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 | $167,231 | $183,592-8.9% | $155,574+7.5% | $145,877+14.6% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 19.64% | 61.37%-41.7pp | 64.87%-45.2pp | 551.28%-531.6pp |
| Employer contribution / active EE | $8,520 | $5,317+60.3% | $4,676+82.2% | $4,663+82.7% |
| Participant deferral / active EE | $10,732 | $6,466+66.0% | $5,629+90.6% | $6,691+60.4% |
| Admin fee / account holder | $18 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |