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 | $170,639 | $160,059+6.6% | $140,019+21.9% | $135,379+26.0% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.5%+4.2pp | 82.6%+9.0pp |
| Annual return | -5.09% | 911.44%-916.5pp | 651.15%-656.2pp | 519.79%-524.9pp |
| Employer contribution / active EE | $2,328 | $6,420-63.7% | $5,605-58.5% | $4,779-51.3% |
| Participant deferral / active EE | $6,789 | $7,641-11.1% | $6,927-2.0% | $5,609+21.0% |
| Admin fee / account holder | $114 | $13,328-99.1% | $10,705-98.9% | $10,828-98.9% |