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 | $243,584 | $160,070+52.2% | $147,117+65.6% | $145,897+67.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 14.88% | 98.69%-83.8pp | 420.54%-405.7pp | 552.29%-537.4pp |
| Employer contribution / active EE | $5,339 | $5,285+1.0% | $4,932+8.2% | $4,663+14.5% |
| Participant deferral / active EE | $10,374 | $8,419+23.2% | $8,065+28.6% | $6,689+55.1% |
| Admin fee / account holder | $282 | $15,035-98.1% | $12,993-97.8% | $13,390-97.9% |