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 | $102,888 | $275,752-62.7% | $256,809-59.9% | $198,609-48.2% |
| Participation rate | 81.8% | 89.2%-7.3pp | 88.5%-6.7pp | 82.4%-0.6pp |
| Annual return | 18.81% | 34.81%-16.0pp | 32.73%-13.9pp | 202.70%-183.9pp |
| Employer contribution / active EE | $9,909 | $7,721+28.3% | $7,263+36.4% | $5,055+96.0% |
| Participant deferral / active EE | $4,896 | $10,037-51.2% | $9,520-48.6% | $6,977-29.8% |
| Admin fee / account holder | $117 | $25,716-99.5% | $25,146-99.5% | $19,030-99.4% |