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 | $116,400 | $202,342-42.5% | $172,752-32.6% | $152,897-23.9% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 21.63% | 1029.83%-1008.2pp | 802.97%-781.3pp | 345.43%-323.8pp |
| Employer contribution / active EE | $1,694 | $5,858-71.1% | $5,144-67.1% | $4,764-64.4% |
| Participant deferral / active EE | $6,353 | $5,948+6.8% | $5,198+22.2% | $5,851+8.6% |
| Admin fee / account holder | $136 | $17,111-99.2% | $13,955-99.0% | $11,599-98.8% |