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 | $127,158 | $165,399-23.1% | $149,745-15.1% | $158,982-20.0% |
| Participation rate | 86.4% | 84.6%+1.8pp | 82.5%+3.9pp | 82.0%+4.4pp |
| Annual return | 18.90% | 348.34%-329.4pp | 276.72%-257.8pp | 302.99%-284.1pp |
| Employer contribution / active EE | $3,440 | $5,105-32.6% | $4,646-25.9% | $4,763-27.8% |
| Participant deferral / active EE | $5,312 | $7,183-26.1% | $6,843-22.4% | $5,983-11.2% |
| Admin fee / account holder | $2 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |