Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,162 | $86,919+69.3% | $102,457+43.6% | $80,911+81.9% |
| Participation rate | 82.8% | 72.4%+10.4pp | 76.5%+6.3pp | 67.6%+15.1pp |
| Annual return | 16.18% | 18.90%-2.7pp | 29.41%-13.2pp | 35.63%-19.5pp |
| Employer contribution / active EE | $3,194 | $2,368+34.8% | $3,022+5.7% | $2,756+15.9% |
| Participant deferral / active EE | $5,283 | $4,119+28.2% | $5,054+4.5% | $4,297+22.9% |
| Admin fee / account holder | $298 | $8,049-96.3% | $9,451-96.8% | $6,935-95.7% |