Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,067 | $117,895+19.7% | $102,460+37.7% | $145,897-3.3% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 10.19% | 31.92%-21.7pp | 29.47%-19.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $2,218 | $3,619-38.7% | $3,025-26.7% | $4,663-52.4% |
| Participant deferral / active EE | $6,816 | $5,736+18.8% | $5,056+34.8% | $6,689+1.9% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |