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 | $92,248 | $101,069-8.7% | $81,478+13.2% | $147,585-37.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.75% | 32.40%-14.7pp | 38.78%-21.0pp | 578.56%-560.8pp |
| Employer contribution / active EE | $2,010 | $3,205-37.3% | $2,568-21.7% | $4,876-58.8% |
| Participant deferral / active EE | $4,500 | $4,242+6.1% | $3,537+27.2% | $5,439-17.3% |
| Admin fee / account holder | $229 | $5,812-96.1% | $4,561-95.0% | $10,885-97.9% |