Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,488 | $156,398+10.9% | $147,318+17.8% | $138,895+24.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.73% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $7,836 | $4,853+61.5% | $4,593+70.6% | $4,194+86.8% |
| Participant deferral / active EE | $8,694 | $8,237+5.5% | $7,906+10.0% | $6,396+35.9% |
| Admin fee / account holder | $25 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |