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 | $125,347 | $127,387-1.6% | $115,038+9.0% | $125,3890% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.88% | 31.28%-33.2pp | 26.14%-28.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $10,130 | $5,166+96.1% | $4,608+119.8% | $4,866+108.2% |
| Participant deferral / active EE | $9,740 | $6,423+51.6% | $6,026+61.6% | $5,352+82.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |