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 | $148,666 | $162,812-8.7% | $133,971+11.0% | $158,966-6.5% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 29.10% | 41.94%-12.8pp | 45.09%-16.0pp | 302.95%-273.9pp |
| Employer contribution / active EE | $1,255 | $4,976-74.8% | $3,919-68.0% | $4,762-73.7% |
| Participant deferral / active EE | $7,764 | $5,910+31.4% | $5,047+53.8% | $5,983+29.8% |
| Admin fee / account holder | $12 | $11,741-99.9% | $8,929-99.9% | $11,250-99.9% |