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 | $172,054 | $53,777+219.9% | $134,155+28.3% | $79,860+115.4% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 14.85% | 19.01%-4.2pp | 36.33%-21.5pp | 31.72%-16.9pp |
| Employer contribution / active EE | $2,767 | $1,321+109.4% | $3,704-25.3% | $2,471+12.0% |
| Participant deferral / active EE | $6,567 | $2,420+171.3% | $3,499+87.7% | $3,740+75.6% |
| Admin fee / account holder | $287 | $3,984-92.8% | $6,685-95.7% | $5,306-94.6% |