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 | $104,947 | $135,956-22.8% | $123,894-15.3% | $273,972-61.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.02% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $2,823 | $5,170-45.4% | $4,617-38.9% | $4,869-42.0% |
| Participant deferral / active EE | $7,888 | $6,343+24.4% | $5,984+31.8% | $5,287+49.2% |
| Admin fee / account holder | $242 | $9,817-97.5% | $8,357-97.1% | $10,133-97.6% |