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 | $82,684 | $135,956-39.2% | $123,894-33.3% | $273,972-69.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.81% | 56.63%-52.8pp | 47.52%-43.7pp | 41.46%-37.6pp |
| Employer contribution / active EE | $5,083 | $5,170-1.7% | $4,617+10.1% | $4,869+4.4% |
| Participant deferral / active EE | $9,458 | $6,343+49.1% | $5,984+58.1% | $5,287+78.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |