Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,194 | $183,539-22.5% | $155,556-8.6% | $145,897-2.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 16.16% | 61.31%-45.1pp | 64.84%-48.7pp | 552.29%-536.1pp |
| Employer contribution / active EE | $2,375 | $5,315-55.3% | $4,675-49.2% | $4,663-49.1% |
| Participant deferral / active EE | $5,834 | $6,467-9.8% | $5,631+3.6% | $6,689-12.8% |
| Admin fee / account holder | $130 | $19,275-99.3% | $15,885-99.2% | $13,390-99.0% |