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 | $107,465 | $106,280+1.1% | $96,538+11.3% | $139,487-23.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.01% | 38.48%-25.5pp | 35.74%-22.7pp | 373.84%-360.8pp |
| Employer contribution / active EE | $2,115 | $4,107-48.5% | $3,740-43.5% | $4,755-55.5% |
| Participant deferral / active EE | $3,880 | $5,457-28.9% | $4,880-20.5% | $6,713-42.2% |
| Admin fee / account holder | $75 | $7,888-99.0% | $6,737-98.9% | $11,407-99.3% |