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 | $194,941 | $185,312+5.2% | $161,489+20.7% | $154,746+26.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.77% | 103.84%-90.1pp | 89.72%-76.0pp | 172.34%-158.6pp |
| Employer contribution / active EE | $3,123 | $4,769-34.5% | $4,268-26.8% | $4,379-28.7% |
| Participant deferral / active EE | $9,968 | $6,350+57.0% | $5,630+77.0% | $6,730+48.1% |
| Admin fee / account holder | $142 | $18,654-99.2% | $16,006-99.1% | $14,365-99.0% |