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 | $172,062 | $152,619+12.7% | $125,195+37.4% | $152,909+12.5% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.5%+7.5pp |
| Annual return | 18.72% | 54.85%-36.1pp | 43.79%-25.1pp | 345.46%-326.7pp |
| Employer contribution / active EE | $3,271 | $4,947-33.9% | $3,866-15.4% | $4,764-31.3% |
| Participant deferral / active EE | $8,181 | $5,869+39.4% | $4,937+65.7% | $5,851+39.8% |
| Admin fee / account holder | $15 | $13,437-99.9% | $9,704-99.8% | $11,601-99.9% |