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 | $199,351 | $86,940+129.3% | $102,434+94.6% | $80,935+146.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.55% | 18.89%-7.3pp | 29.46%-17.9pp | 35.66%-24.1pp |
| Employer contribution / active EE | $9,899 | $2,370+317.7% | $3,023+227.4% | $2,757+259.1% |
| Participant deferral / active EE | $4,932 | $4,121+19.7% | $5,055-2.4% | $4,299+14.7% |
| Admin fee / account holder | $287 | $8,047-96.4% | $9,462-97.0% | $6,924-95.8% |