Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,824 | $183,592-32.0% | $155,574-19.8% | $145,877-14.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 9.13% | 61.37%-52.2pp | 64.87%-55.7pp | 551.28%-542.2pp |
| Employer contribution / active EE | $5,056 | $5,317-4.9% | $4,676+8.1% | $4,663+8.4% |
| Participant deferral / active EE | $24,602 | $6,466+280.5% | $5,629+337.0% | $6,691+267.7% |
| Admin fee / account holder | $205 | $19,316-98.9% | $15,914-98.7% | $13,402-98.5% |