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 | $128,202 | $102,595+25.0% | $94,057+36.3% | $154,746-17.2% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 18.30% | 583.42%-565.1pp | 480.62%-462.3pp | 172.34%-154.0pp |
| Employer contribution / active EE | $12,449 | $3,147+295.5% | $2,933+324.4% | $4,379+184.3% |
| Participant deferral / active EE | $8,674 | $5,118+69.5% | $4,709+84.2% | $6,730+28.9% |
| Admin fee / account holder | $258 | $7,736-96.7% | $7,244-96.4% | $14,365-98.2% |