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 | $92,222 | $181,896-49.3% | $156,551-41.1% | $273,972-66.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.25% | 30.74%-20.5pp | 32.23%-22.0pp | 41.46%-31.2pp |
| Employer contribution / active EE | $4,021 | $6,248-35.6% | $5,501-26.9% | $4,869-17.4% |
| Participant deferral / active EE | $7,428 | $5,550+33.8% | $4,871+52.5% | $5,287+40.5% |
| Admin fee / account holder | $13 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |