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 | $139,011 | $103,164+34.7% | $90,259+54.0% | $154,746-10.2% |
| Participation rate | 85.7% | 76.1%+9.6pp | 70.7%+15.0pp | 80.7%+5.0pp |
| Annual return | 15.50% | 19.25%-3.8pp | 18.88%-3.4pp | 172.34%-156.8pp |
| Employer contribution / active EE | $2,493 | $2,532-1.5% | $2,291+8.8% | $4,379-43.1% |
| Participant deferral / active EE | $5,315 | $4,422+20.2% | $3,827+38.9% | $6,730-21.0% |
| Admin fee / account holder | $0 | $8,593-100.0% | $7,267-100.0% | $14,365-100.0% |