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 | $153,910 | $153,769+0.1% | $133,975+14.9% | $273,972-43.8% |
| Participation rate | 95.0% | 88.4%+6.6pp | 87.1%+7.9pp | 83.0%+12.0pp |
| Annual return | 19.69% | 36.51%-16.8pp | 29.29%-9.6pp | 41.46%-21.8pp |
| Employer contribution / active EE | $16,234 | $6,029+169.3% | $5,211+211.5% | $4,869+233.4% |
| Participant deferral / active EE | $11,174 | $6,958+60.6% | $6,282+77.9% | $5,287+111.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |