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 | $113,529 | $127,387-10.9% | $115,038-1.3% | $125,389-9.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.58% | 31.28%-29.7pp | 26.14%-24.6pp | 282.24%-280.7pp |
| Employer contribution / active EE | $1,523 | $5,166-70.5% | $4,608-67.0% | $4,866-68.7% |
| Participant deferral / active EE | $3,300 | $6,423-48.6% | $6,026-45.2% | $5,352-38.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |