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 | $172,798 | $154,228+12.0% | $145,433+18.8% | $137,256+25.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.24% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $7,560 | $4,804+57.4% | $4,554+66.0% | $4,156+81.9% |
| Participant deferral / active EE | $24,000 | $8,216+192.1% | $7,897+203.9% | $6,407+274.6% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |