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 | $104,985 | $181,896-42.3% | $156,551-32.9% | $273,972-61.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.04% | 30.74%-21.7pp | 32.23%-23.2pp | 41.46%-32.4pp |
| Employer contribution / active EE | $5,138 | $6,248-17.8% | $5,501-6.6% | $4,869+5.5% |
| Participant deferral / active EE | $3,976 | $5,550-28.4% | $4,871-18.4% | $5,287-24.8% |
| Admin fee / account holder | $212 | $15,560-98.6% | $13,028-98.4% | $10,133-97.9% |