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 | $157,747 | $176,786-10.8% | $146,643+7.6% | $167,536-5.8% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 24.12% | 24.04%+0.1pp | 22.75%+1.4pp | 478.82%-454.7pp |
| Employer contribution / active EE | $9,492 | $5,161+83.9% | $4,137+129.5% | $4,839+96.2% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $128 | $13,262-99.0% | $10,280-98.8% | $12,315-99.0% |