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 | $79,974 | $93,064-14.1% | $74,577+7.2% | $273,972-70.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.22% | 26.18%-21.0pp | 20.47%-15.2pp | 41.46%-36.2pp |
| Employer contribution / active EE | $7,704 | $3,160+143.8% | $2,525+205.1% | $4,869+58.2% |
| Participant deferral / active EE | $7,267 | $4,160+74.7% | $3,458+110.1% | $5,287+37.5% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |