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 | $83,226 | $76,551+8.7% | $123,894-32.8% | $62,881+32.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 17.17% | 18.68%-1.5pp | 47.52%-30.3pp | 20.14%-3.0pp |
| Employer contribution / active EE | $3,167 | $2,882+9.9% | $4,617-31.4% | $2,281+38.8% |
| Participant deferral / active EE | $5,919 | $4,840+22.3% | $5,984-1.1% | $3,203+84.8% |
| Admin fee / account holder | $53 | $4,826-98.9% | $8,357-99.4% | $4,296-98.8% |