Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,647 | $169,356+2.5% | $129,406+34.2% | $145,897+19.0% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 15.19% | 14418.62%-14403.4pp | 9468.18%-9453.0pp | 552.29%-537.1pp |
| Employer contribution / active EE | $6,543 | $5,542+18.1% | $4,155+57.5% | $4,663+40.3% |
| Participant deferral / active EE | $14,475 | $4,987+190.3% | $4,167+247.3% | $6,689+116.4% |
| Admin fee / account holder | $20 | $9,915-99.8% | $7,689-99.7% | $13,390-99.9% |