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 | $170,385 | $117,846+44.6% | $102,434+66.3% | $145,884+16.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.98% | 31.90%-21.9pp | 29.46%-19.5pp | 551.85%-541.9pp |
| Employer contribution / active EE | $11,008 | $3,615+204.5% | $3,023+264.1% | $4,662+136.1% |
| Participant deferral / active EE | $5,288 | $5,733-7.8% | $5,055+4.6% | $6,690-20.9% |
| Admin fee / account holder | $169 | $13,356-98.7% | $9,462-98.2% | $13,392-98.7% |