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 | $142,466 | $135,905+4.8% | $126,068+13.0% | $198,609-28.3% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 22.07% | 14.07%+8.0pp | 15.01%+7.1pp | 202.70%-180.6pp |
| Employer contribution / active EE | $11,823 | $4,245+178.5% | $3,968+198.0% | $5,055+133.9% |
| Participant deferral / active EE | $9,312 | $8,523+9.3% | $8,214+13.4% | $6,977+33.5% |
| Admin fee / account holder | $154 | $21,036-99.3% | $18,264-99.2% | $19,030-99.2% |