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 | $166,213 | $135,956+22.3% | $123,894+34.2% | $273,972-39.3% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 7.74% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $3,168 | $5,170-38.7% | $4,617-31.4% | $4,869-34.9% |
| Participant deferral / active EE | $9,435 | $6,343+48.8% | $5,984+57.7% | $5,287+78.4% |
| Admin fee / account holder | $68 | $9,817-99.3% | $8,357-99.2% | $10,133-99.3% |