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 | $209,072 | $209,428-0.2% | $178,498+17.1% | $158,950+31.5% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 8.98% | 188.78%-179.8pp | 151.09%-142.1pp | 302.91%-293.9pp |
| Employer contribution / active EE | $2,161 | $5,707-62.1% | $5,011-56.9% | $4,762-54.6% |
| Participant deferral / active EE | $5,293 | $5,955-11.1% | $5,202+1.7% | $5,983-11.5% |
| Admin fee / account holder | $42 | $17,077-99.8% | $13,985-99.7% | $11,248-99.6% |