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 | $107,529 | $78,428+37.1% | $95,960+12.1% | $79,852+34.7% |
| Participation rate | 87.1% | 73.5%+13.6pp | 77.1%+10.0pp | 69.6%+17.5pp |
| Annual return | 13.25% | 19.37%-6.1pp | 91.63%-78.4pp | 31.72%-18.5pp |
| Employer contribution / active EE | $2,436 | $1,945+25.2% | $2,541-4.2% | $2,471-1.4% |
| Participant deferral / active EE | $6,035 | $3,440+75.4% | $4,167+44.8% | $3,740+61.4% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,797-100.0% | $5,306-100.0% |