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 | $136,165 | $114,119+19.3% | $107,187+27.0% | $138,895-2.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.60% | 273.21%-258.6pp | 204.55%-189.9pp | 145.39%-130.8pp |
| Employer contribution / active EE | $3,119 | $4,059-23.2% | $3,782-17.5% | $4,194-25.6% |
| Participant deferral / active EE | $6,630 | $5,538+19.7% | $5,096+30.1% | $6,396+3.7% |
| Admin fee / account holder | $112 | $10,024-98.9% | $9,162-98.8% | $12,562-99.1% |