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 | $216,118 | $157,304+37.4% | $141,197+53.1% | $152,909+41.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 23.39% | 64.34%-41.0pp | 71.41%-48.0pp | 345.46%-322.1pp |
| Employer contribution / active EE | $3,422 | $5,263-35.0% | $4,736-27.8% | $4,764-28.2% |
| Participant deferral / active EE | $6,596 | $7,111-7.2% | $6,710-1.7% | $5,851+12.7% |
| Admin fee / account holder | $20 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |