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 | $178,427 | $102,422+74.2% | $147,117+21.3% | $80,959+120.4% |
| Participation rate | 72.0% | 75.9%-3.9pp | 82.2%-10.2pp | 67.7%+4.3pp |
| Annual return | 11.96% | 135.16%-123.2pp | 420.54%-408.6pp | 35.67%-23.7pp |
| Employer contribution / active EE | $3,376 | $3,717-9.2% | $4,932-31.6% | $2,757+22.4% |
| Participant deferral / active EE | $6,898 | $6,652+3.7% | $8,065-14.5% | $4,300+60.4% |
| Admin fee / account holder | $246 | $7,953-96.9% | $12,993-98.1% | $6,925-96.5% |