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 | $153,032 | $209,422-26.9% | $178,503-14.3% | $158,982-3.7% |
| Participation rate | 93.8% | 86.4%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 17.35% | 188.81%-171.5pp | 151.12%-133.8pp | 302.99%-285.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,102 | $5,955-47.9% | $5,202-40.4% | $5,983-48.2% |
| Admin fee / account holder | $60 | $17,079-99.6% | $13,987-99.6% | $11,252-99.5% |