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 | $131,310 | $135,956-3.4% | $123,894+6.0% | $273,972-52.1% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 7.20% | 56.63%-49.4pp | 47.52%-40.3pp | 41.46%-34.3pp |
| Employer contribution / active EE | $5,141 | $5,170-0.6% | $4,617+11.4% | $4,869+5.6% |
| Participant deferral / active EE | $4,325 | $6,343-31.8% | $5,984-27.7% | $5,287-18.2% |
| Admin fee / account holder | $266 | $9,817-97.3% | $8,357-96.8% | $10,133-97.4% |