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 | $112,135 | $181,896-38.4% | $156,551-28.4% | $273,972-59.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.91% | 30.74%-24.8pp | 32.23%-26.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,887 | $6,248-69.8% | $5,501-65.7% | $4,869-61.3% |
| Participant deferral / active EE | $5,276 | $5,550-4.9% | $4,871+8.3% | $5,287-0.2% |
| Admin fee / account holder | $209 | $15,560-98.7% | $13,028-98.4% | $10,133-97.9% |