Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,849 | $174,379-30.1% | $152,093-19.9% | $138,895-12.3% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 18.94% | 74.86%-55.9pp | 66.36%-47.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $1,497 | $4,652-67.8% | $4,175-64.2% | $4,194-64.3% |
| Participant deferral / active EE | $10,722 | $6,159+74.1% | $5,451+96.7% | $6,396+67.6% |
| Admin fee / account holder | $125 | $16,880-99.3% | $14,497-99.1% | $12,562-99.0% |