Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,125 | $102,609+11.2% | $98,090+16.3% | $138,895-17.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 21.75% | 36.44%-14.7pp | 37.05%-15.3pp | 145.39%-123.6pp |
| Employer contribution / active EE | $5,070 | $3,867+31.1% | $3,606+40.6% | $4,194+20.9% |
| Participant deferral / active EE | $14,086 | $8,167+72.5% | $7,845+79.6% | $6,396+120.2% |
| Admin fee / account holder | $119 | $11,434-99.0% | $11,815-99.0% | $12,562-99.1% |