Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,990 | $223,823-48.2% | $211,142-45.1% | $154,746-25.0% |
| Participation rate | 91.7% | 87.9%+3.8pp | 87.3%+4.4pp | 80.7%+11.0pp |
| Annual return | 17.03% | 50.39%-33.4pp | 46.84%-29.8pp | 172.34%-155.3pp |
| Employer contribution / active EE | $4,059 | $6,787-40.2% | $6,442-37.0% | $4,379-7.3% |
| Participant deferral / active EE | $8,435 | $9,750-13.5% | $9,284-9.1% | $6,730+25.3% |
| Admin fee / account holder | $182 | $19,707-99.1% | $19,076-99.0% | $14,365-98.7% |