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 | $133,845 | $125,797+6.4% | $170,028-21.3% | $75,181+78.0% |
| Participation rate | 94.6% | 83.6%+11.0pp | 87.0%+7.6pp | 67.2%+27.4pp |
| Annual return | 17.39% | 27.20%-9.8pp | 53.39%-36.0pp | 160.69%-143.3pp |
| Employer contribution / active EE | $5,064 | $4,616+9.7% | $6,788-25.4% | $2,671+89.6% |
| Participant deferral / active EE | $13,217 | $6,838+93.3% | $10,409+27.0% | $4,126+220.3% |
| Admin fee / account holder | $10 | $8,177-99.9% | $12,820-99.9% | $5,650-99.8% |