Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,679 | $228,395-42.3% | $185,861-29.2% | $158,982-17.2% |
| Participation rate | 93.3% | 82.3%+11.0pp | 78.0%+15.3pp | 82.0%+11.4pp |
| Annual return | 7.63% | 40.82%-33.2pp | 35.96%-28.3pp | 302.99%-295.4pp |
| Employer contribution / active EE | $4,738 | $4,968-4.6% | $4,088+15.9% | $4,763-0.5% |
| Participant deferral / active EE | $5,439 | $6,417-15.2% | $5,634-3.5% | $5,983-9.1% |
| Admin fee / account holder | $83 | $11,869-99.3% | $9,503-99.1% | $11,252-99.3% |