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 | $129,855 | $117,846+10.2% | $102,434+26.8% | $145,884-11.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.19% | 31.90%-20.7pp | 29.46%-18.3pp | 551.85%-540.7pp |
| Employer contribution / active EE | $2,811 | $3,615-22.2% | $3,023-7.0% | $4,662-39.7% |
| Participant deferral / active EE | $10,347 | $5,733+80.5% | $5,055+104.7% | $6,690+54.7% |
| Admin fee / account holder | $40 | $13,356-99.7% | $9,462-99.6% | $13,392-99.7% |