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 | $122,349 | $117,895+3.8% | $102,460+19.4% | $145,897-16.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 15.29% | 31.92%-16.6pp | 29.47%-14.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $2,837 | $3,619-21.6% | $3,025-6.2% | $4,663-39.2% |
| Participant deferral / active EE | $6,304 | $5,736+9.9% | $5,056+24.7% | $6,689-5.8% |
| Admin fee / account holder | $87 | $13,353-99.3% | $9,460-99.1% | $13,390-99.3% |