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 | $186,411 | $183,592+1.5% | $155,574+19.8% | $145,877+27.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 11.71% | 61.37%-49.7pp | 64.87%-53.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $4,260 | $5,317-19.9% | $4,676-8.9% | $4,663-8.6% |
| Participant deferral / active EE | $22,750 | $6,466+251.8% | $5,629+304.1% | $6,691+240.0% |
| Admin fee / account holder | $14 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |