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 | $137,978 | $201,264-31.4% | $184,185-25.1% | $145,978-5.5% |
| Participation rate | 94.4% | 87.5%+6.9pp | 86.8%+7.6pp | 80.3%+14.2pp |
| Annual return | 15.01% | 29.00%-14.0pp | 28.81%-13.8pp | 550.52%-535.5pp |
| Employer contribution / active EE | $4,818 | $7,021-31.4% | $6,426-25.0% | $4,662+3.3% |
| Participant deferral / active EE | $8,632 | $9,806-12.0% | $9,132-5.5% | $6,690+29.0% |
| Admin fee / account holder | $225 | $16,376-98.6% | $13,909-98.4% | $13,400-98.3% |