Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,496 | $156,398-10.8% | $147,318-5.3% | $138,895+0.4% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 23.70% | 78.75%-55.0pp | 70.43%-46.7pp | 145.39%-121.7pp |
| Employer contribution / active EE | $4,408 | $4,853-9.2% | $4,593-4.0% | $4,194+5.1% |
| Participant deferral / active EE | $11,197 | $8,237+35.9% | $7,906+41.6% | $6,396+75.1% |
| Admin fee / account holder | $155 | $14,976-99.0% | $13,708-98.9% | $12,562-98.8% |