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 | $92,200 | $117,904-21.8% | $102,457-10.0% | $145,978-36.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.44% | 31.80%-18.4pp | 29.41%-16.0pp | 550.52%-537.1pp |
| Employer contribution / active EE | $2,394 | $3,613-33.7% | $3,022-20.8% | $4,662-48.6% |
| Participant deferral / active EE | $3,446 | $5,733-39.9% | $5,054-31.8% | $6,690-48.5% |
| Admin fee / account holder | $219 | $13,329-98.4% | $9,451-97.7% | $13,400-98.4% |