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 | $98,120 | $156,398-37.3% | $147,318-33.4% | $138,895-29.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.62% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $4,684 | $4,853-3.5% | $4,593+2.0% | $4,194+11.7% |
| Participant deferral / active EE | $7,057 | $8,237-14.3% | $7,906-10.7% | $6,396+10.3% |
| Admin fee / account holder | $73 | $14,976-99.5% | $13,708-99.5% | $12,562-99.4% |