Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,422 | $154,228-2.5% | $145,433+3.4% | $137,256+9.6% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 18.71% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,192 | $4,804-33.6% | $4,554-29.9% | $4,156-23.2% |
| Participant deferral / active EE | $14,013 | $8,216+70.5% | $7,897+77.4% | $6,407+118.7% |
| Admin fee / account holder | $286 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |