Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,282 | $156,398-15.4% | $147,318-10.2% | $138,895-4.8% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 20.16% | 78.75%-58.6pp | 70.43%-50.3pp | 145.39%-125.2pp |
| Employer contribution / active EE | $2,183 | $4,853-55.0% | $4,593-52.5% | $4,194-48.0% |
| Participant deferral / active EE | $10,553 | $8,237+28.1% | $7,906+33.5% | $6,396+65.0% |
| Admin fee / account holder | $140 | $14,976-99.1% | $13,708-99.0% | $12,562-98.9% |