Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,298 | $110,337-11.8% | $102,383-5.0% | $145,877-33.3% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 10.42% | 24.83%-14.4pp | 24.94%-14.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $10,324 | $4,216+144.9% | $3,870+166.7% | $4,663+121.4% |
| Participant deferral / active EE | $7,273 | $5,621+29.4% | $5,060+43.7% | $6,691+8.7% |
| Admin fee / account holder | $28 | $9,750-99.7% | $8,391-99.7% | $13,402-99.8% |