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 | $176,557 | $168,636+4.7% | $147,618+19.6% | $125,388+40.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.81% | 77.65%-79.5pp | 61.98%-63.8pp | 282.24%-284.1pp |
| Employer contribution / active EE | $6,404 | $6,252+2.4% | $5,565+15.1% | $4,866+31.6% |
| Participant deferral / active EE | $7,544 | $5,507+37.0% | $4,895+54.1% | $5,352+41.0% |
| Admin fee / account holder | $12 | $13,580-99.9% | $11,612-99.9% | $9,541-99.9% |