Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,300 | $201,370-51.7% | $184,256-47.2% | $145,897-33.3% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 28.35% | 29.05%-0.7pp | 28.85%-0.5pp | 552.29%-523.9pp |
| Employer contribution / active EE | $7,713 | $7,024+9.8% | $6,427+20.0% | $4,663+65.4% |
| Participant deferral / active EE | $10,920 | $9,808+11.3% | $9,133+19.6% | $6,689+63.2% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |