Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,006 | $212,386-32.7% | $199,883-28.5% | $138,895+3.0% |
| Participation rate | 93.8% | 87.4%+6.4pp | 86.8%+7.0pp | 79.9%+13.8pp |
| Annual return | 20.26% | 47.75%-27.5pp | 43.81%-23.6pp | 145.39%-125.1pp |
| Employer contribution / active EE | $11,692 | $6,625+76.5% | $6,261+86.7% | $4,194+178.8% |
| Participant deferral / active EE | $13,263 | $9,617+37.9% | $9,138+45.1% | $6,396+107.4% |
| Admin fee / account holder | $186 | $18,233-99.0% | $17,268-98.9% | $12,562-98.5% |