Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,352 | $155,555+1.8% | $146,866+7.8% | $155,188+2.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 19.36% | 115.41%-96.1pp | 102.85%-83.5pp | 148.84%-129.5pp |
| Employer contribution / active EE | $2,928 | $4,647-37.0% | $4,425-33.8% | $4,248-31.1% |
| Participant deferral / active EE | $9,855 | $8,044+22.5% | $7,759+27.0% | $6,531+50.9% |
| Admin fee / account holder | $178 | $14,755-98.8% | $13,620-98.7% | $14,480-98.8% |