Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,559 | $178,174-2.6% | $156,181+11.1% | $137,256+26.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.30% | 84.19%-65.9pp | 64.87%-46.6pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,918 | $4,972-41.3% | $4,294-32.0% | $4,156-29.8% |
| Participant deferral / active EE | $2,918 | $6,888-57.6% | $6,132-52.4% | $6,407-54.5% |
| Admin fee / account holder | $37 | $17,404-99.8% | $14,586-99.7% | $12,270-99.7% |