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 | $123,351 | $94,031+31.2% | $115,768+6.6% | $82,448+49.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 20.75% | 20.61%+0.1pp | 100.46%-79.7pp | 41.64%-20.9pp |
| Employer contribution / active EE | $2,602 | $2,323+12.0% | $2,940-11.5% | $2,551+2.0% |
| Participant deferral / active EE | $4,538 | $3,972+14.3% | $4,917-7.7% | $4,139+9.6% |
| Admin fee / account holder | $129 | $10,249-98.7% | $12,439-99.0% | $7,234-98.2% |