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 | $170,844 | $159,934+6.8% | $147,005+16.2% | $145,959+17.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 10.37% | 98.24%-87.9pp | 418.76%-408.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,995 | $5,287-62.3% | $4,934-59.6% | $4,661-57.2% |
| Participant deferral / active EE | $7,406 | $8,427-12.1% | $8,070-8.2% | $6,689+10.7% |
| Admin fee / account holder | $23 | $15,053-99.9% | $13,006-99.8% | $13,398-99.8% |