Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,493 | $99,921+54.6% | $85,009+81.7% | $145,959+5.8% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 10.22% | 83.89%-73.7pp | 66.47%-56.2pp | 561.95%-551.7pp |
| Employer contribution / active EE | $1,747 | $3,233-46.0% | $2,728-36.0% | $4,661-62.5% |
| Participant deferral / active EE | $9,440 | $5,293+78.4% | $4,522+108.8% | $6,689+41.1% |
| Admin fee / account holder | $250 | $7,252-96.5% | $6,153-95.9% | $13,398-98.1% |