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 | $149,471 | $148,582+0.6% | $135,942+10.0% | $139,456+7.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 19.64% | 79.26%-59.6pp | 68.28%-48.6pp | 373.45%-353.8pp |
| Employer contribution / active EE | $3,601 | $5,245-31.3% | $4,858-25.9% | $4,753-24.2% |
| Participant deferral / active EE | $9,685 | $8,101+19.5% | $7,759+24.8% | $6,711+44.3% |
| Admin fee / account holder | $207 | $12,402-98.3% | $10,764-98.1% | $11,407-98.2% |