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 | $153,533 | $85,766+79.0% | $136,298+12.6% | $70,126+118.9% |
| Participation rate | 84.4% | 74.2%+10.2pp | 81.9%+2.5pp | 69.5%+14.8pp |
| Annual return | 18.87% | 31.46%-12.6pp | 5156.27%-5137.4pp | 73.15%-54.3pp |
| Employer contribution / active EE | $5,129 | $2,966+72.9% | $4,696+9.2% | $2,343+119.0% |
| Participant deferral / active EE | $9,863 | $5,051+95.3% | $6,247+57.9% | $3,332+196.0% |
| Admin fee / account holder | $179 | $5,421-96.7% | $9,244-98.1% | $4,645-96.1% |