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 | $111,535 | $181,896-38.7% | $156,551-28.8% | $273,972-59.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.48% | 30.74%-23.3pp | 32.23%-24.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $6,428 | $6,248+2.9% | $5,501+16.8% | $4,869+32.0% |
| Participant deferral / active EE | $6,984 | $5,550+25.8% | $4,871+43.4% | $5,287+32.1% |
| Admin fee / account holder | $23 | $15,560-99.9% | $13,028-99.8% | $10,133-99.8% |