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 | $172,841 | $150,446+14.9% | $136,297+26.8% | $147,585+17.1% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 18.80% | 1049.14%-1030.3pp | 5156.19%-5137.4pp | 578.58%-559.8pp |
| Employer contribution / active EE | $2,285 | $5,256-56.5% | $4,696-51.3% | $4,876-53.1% |
| Participant deferral / active EE | $5,357 | $6,631-19.2% | $6,247-14.2% | $5,439-1.5% |
| Admin fee / account holder | $15 | $10,906-99.9% | $9,244-99.8% | $10,886-99.9% |