Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,659 | $201,370-17.7% | $184,256-10.1% | $145,897+13.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.39% | 29.05%-11.7pp | 28.85%-11.5pp | 552.29%-534.9pp |
| Employer contribution / active EE | $23,755 | $7,024+238.2% | $6,427+269.6% | $4,663+409.5% |
| Participant deferral / active EE | $13,324 | $9,808+35.9% | $9,133+45.9% | $6,689+99.2% |
| Admin fee / account holder | $212 | $16,364-98.7% | $13,899-98.5% | $13,390-98.4% |