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 | $36,965 | $181,896-79.7% | $156,551-76.4% | $273,972-86.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.96% | 30.74%-18.8pp | 32.23%-20.3pp | 41.46%-29.5pp |
| Employer contribution / active EE | $10,349 | $6,248+65.6% | $5,501+88.1% | $4,869+112.6% |
| Participant deferral / active EE | $7,337 | $5,550+32.2% | $4,871+50.6% | $5,287+38.8% |
| Admin fee / account holder | $237 | $15,560-98.5% | $13,028-98.2% | $10,133-97.7% |