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 | $132,886 | $148,623-10.6% | $135,974-2.3% | $139,466-4.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 15.70% | 79.30%-63.6pp | 68.30%-52.6pp | 373.66%-358.0pp |
| Employer contribution / active EE | $2,641 | $5,246-49.7% | $4,859-45.6% | $4,754-44.4% |
| Participant deferral / active EE | $8,223 | $8,103+1.5% | $7,760+6.0% | $6,712+22.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |