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 | $216,451 | $197,625+9.5% | $177,840+21.7% | $158,966+36.2% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 8.89% | 58.76%-49.9pp | 48.32%-39.4pp | 302.95%-294.1pp |
| Employer contribution / active EE | $1,589 | $6,698-76.3% | $5,919-73.2% | $4,762-66.6% |
| Participant deferral / active EE | $8,906 | $8,405+6.0% | $7,714+15.5% | $5,983+48.8% |
| Admin fee / account holder | $109 | $15,405-99.3% | $12,431-99.1% | $11,250-99.0% |