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 | $127,633 | $126,661+0.8% | $113,397+12.6% | $138,895-8.1% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.5%+13.5pp | 79.9%+10.1pp |
| Annual return | 15.99% | 25.05%-9.1pp | 23.20%-7.2pp | 145.39%-129.4pp |
| Employer contribution / active EE | $14,308 | $3,456+314.0% | $2,977+380.6% | $4,194+241.1% |
| Participant deferral / active EE | $14,307 | $5,693+151.3% | $5,076+181.8% | $6,396+123.7% |
| Admin fee / account holder | $4 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |