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 | $161,993 | $153,769+5.3% | $133,975+20.9% | $273,972-40.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.55% | 36.51%-31.0pp | 29.29%-23.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $3,571 | $6,029-40.8% | $5,211-31.5% | $4,869-26.6% |
| Participant deferral / active EE | $12,694 | $6,958+82.4% | $6,282+102.1% | $5,287+140.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |