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 | $139,068 | $148,623-6.4% | $135,974+2.3% | $139,466-0.3% |
| Participation rate | 78.9% | 83.9%-4.9pp | 81.9%-3.0pp | 80.3%-1.4pp |
| Annual return | 21.93% | 79.30%-57.4pp | 68.30%-46.4pp | 373.66%-351.7pp |
| Employer contribution / active EE | $3,277 | $5,246-37.5% | $4,859-32.6% | $4,754-31.1% |
| Participant deferral / active EE | $10,884 | $8,103+34.3% | $7,760+40.3% | $6,712+62.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |