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 | $95,485 | $181,896-47.5% | $156,551-39.0% | $273,972-65.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.13% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $4,063 | $6,248-35.0% | $5,501-26.1% | $4,869-16.5% |
| Participant deferral / active EE | $9,588 | $5,550+72.7% | $4,871+96.8% | $5,287+81.3% |
| Admin fee / account holder | $252 | $15,560-98.4% | $13,028-98.1% | $10,133-97.5% |