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 | $117,859+3.8% | $102,438+19.4% | $145,959-16.2% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 15.29% | 31.72%-16.4pp | 29.37%-14.1pp | 561.95%-546.7pp |
| Employer contribution / active EE | $2,837 | $3,615-21.5% | $3,024-6.2% | $4,661-39.1% |
| Participant deferral / active EE | $6,304 | $5,732+10.0% | $5,054+24.7% | $6,689-5.7% |
| Admin fee / account holder | $87 | $13,318-99.3% | $9,448-99.1% | $13,398-99.3% |