Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,268 | $174,379-16.1% | $152,093-3.8% | $138,895+5.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.65% | 74.86%-56.2pp | 66.36%-47.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $9,814 | $4,652+111.0% | $4,175+135.1% | $4,194+134.0% |
| Participant deferral / active EE | $10,121 | $6,159+64.3% | $5,451+85.7% | $6,396+58.2% |
| Admin fee / account holder | $123 | $16,880-99.3% | $14,497-99.2% | $12,562-99.0% |