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 | $173,047 | $165,361+4.6% | $149,715+15.6% | $158,950+8.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.23% | 348.24%-332.0pp | 276.66%-260.4pp | 302.91%-286.7pp |
| Employer contribution / active EE | $1,306 | $5,103-74.4% | $4,645-71.9% | $4,762-72.6% |
| Participant deferral / active EE | $9,229 | $7,182+28.5% | $6,842+34.9% | $5,983+54.3% |
| Admin fee / account holder | $50 | $10,808-99.5% | $9,310-99.5% | $11,248-99.6% |