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 | $128,190 | $148,629-13.8% | $135,982-5.7% | $139,487-8.1% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 20.44% | 79.33%-58.9pp | 68.32%-47.9pp | 373.84%-353.4pp |
| Employer contribution / active EE | $2,867 | $5,247-45.4% | $4,859-41.0% | $4,755-39.7% |
| Participant deferral / active EE | $10,110 | $8,102+24.8% | $7,760+30.3% | $6,713+50.6% |
| Admin fee / account holder | $12 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |