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 | $135,693 | $174,379-22.2% | $152,093-10.8% | $138,895-2.3% |
| Participation rate | 94.1% | 81.6%+12.5pp | 77.8%+16.4pp | 79.9%+14.2pp |
| Annual return | 18.60% | 74.86%-56.3pp | 66.36%-47.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $2,941 | $4,652-36.8% | $4,175-29.5% | $4,194-29.9% |
| Participant deferral / active EE | $7,058 | $6,159+14.6% | $5,451+29.5% | $6,396+10.4% |
| Admin fee / account holder | $138 | $16,880-99.2% | $14,497-99.0% | $12,562-98.9% |