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 | $131,464 | $148,629-11.5% | $135,982-3.3% | $139,487-5.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.15% | 79.33%-59.2pp | 68.32%-48.2pp | 373.84%-353.7pp |
| Employer contribution / active EE | $3,089 | $5,247-41.1% | $4,859-36.4% | $4,755-35.0% |
| Participant deferral / active EE | $7,414 | $8,102-8.5% | $7,760-4.5% | $6,713+10.4% |
| Admin fee / account holder | $15 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |