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 | $132,466 | $127,387+4.0% | $115,038+15.2% | $125,389+5.6% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | -1.94% | 31.28%-33.2pp | 26.14%-28.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $8,523 | $5,166+65.0% | $4,608+85.0% | $4,866+75.1% |
| Participant deferral / active EE | $6,792 | $6,423+5.7% | $6,026+12.7% | $5,352+26.9% |
| Admin fee / account holder | $66 | $9,516-99.3% | $8,175-99.2% | $9,541-99.3% |