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 | $161,745 | $131,835+22.7% | $108,582+49.0% | $273,972-41.0% |
| Participation rate | 73.3% | 83.5%-10.1pp | 79.6%-6.2pp | 83.0%-9.7pp |
| Annual return | 11.27% | -91.57%+102.8pp | -51.70%+63.0pp | 41.46%-30.2pp |
| Employer contribution / active EE | $3,072 | $4,913-37.5% | $3,758-18.3% | $4,869-36.9% |
| Participant deferral / active EE | $7,603 | $5,127+48.3% | $4,311+76.4% | $5,287+43.8% |
| Admin fee / account holder | $136 | $10,253-98.7% | $7,645-98.2% | $10,133-98.7% |