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 | $95,622 | $60,349+58.4% | $74,184+28.9% | $62,881+52.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.16% | 21.38%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $4,385 | $1,680+161.0% | $2,370+85.0% | $2,281+92.3% |
| Participant deferral / active EE | $5,145 | $2,856+80.1% | $3,550+44.9% | $3,203+60.6% |
| Admin fee / account holder | $239 | $4,261-94.4% | $5,586-95.7% | $4,296-94.4% |