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 | $171,985 | $174,379-1.4% | $152,093+13.1% | $138,895+23.8% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 15.51% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $6,473 | $4,652+39.1% | $4,175+55.1% | $4,194+54.3% |
| Participant deferral / active EE | $15,598 | $6,159+153.2% | $5,451+186.1% | $6,396+143.9% |
| Admin fee / account holder | $194 | $16,880-98.8% | $14,497-98.7% | $12,562-98.5% |