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 | $53,283 | $153,311-65.2% | $109,313-51.3% | $273,972-80.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 10.04% | 29.86%-19.8pp | 22.07%-12.0pp | 41.46%-31.4pp |
| Employer contribution / active EE | $4,443 | $5,619-20.9% | $3,892+14.2% | $4,869-8.7% |
| Participant deferral / active EE | $8,820 | $3,932+124.3% | $3,166+178.5% | $5,287+66.8% |
| Admin fee / account holder | $291 | $8,076-96.4% | $5,666-94.9% | $10,133-97.1% |