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 | $131,084 | $108,285+21.1% | $77,552+69.0% | $158,982-17.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 14.72% | 31.69%-17.0pp | 54.82%-40.1pp | 302.99%-288.3pp |
| Employer contribution / active EE | $1,360 | $1,325+2.7% | $987+37.9% | $4,763-71.4% |
| Participant deferral / active EE | $3,250 | $2,455+32.4% | $1,861+74.6% | $5,983-45.7% |
| Admin fee / account holder | $260 | $3,709-93.0% | $2,859-90.9% | $11,252-97.7% |