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 | $134,630 | $104,650+28.6% | $83,854+60.6% | $155,188-13.2% |
| Participation rate | 88.9% | 65.1%+23.8pp | 59.1%+29.8pp | 80.8%+8.1pp |
| Annual return | 15.74% | 28.97%-13.2pp | 31.39%-15.7pp | 148.84%-133.1pp |
| Employer contribution / active EE | $1,533 | $1,196+28.1% | $1,017+50.7% | $4,248-63.9% |
| Participant deferral / active EE | $4,029 | $2,367+70.2% | $2,035+98.0% | $6,531-38.3% |
| Admin fee / account holder | $135 | $3,518-96.2% | $3,197-95.8% | $14,480-99.1% |