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 | $148,157 | $181,896-18.5% | $156,551-5.4% | $273,972-45.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.51% | 30.74%-24.2pp | 32.23%-25.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $2,931 | $6,248-53.1% | $5,501-46.7% | $4,869-39.8% |
| Participant deferral / active EE | $9,576 | $5,550+72.5% | $4,871+96.6% | $5,287+81.1% |
| Admin fee / account holder | $277 | $15,560-98.2% | $13,028-97.9% | $10,133-97.3% |