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 | $79,635 | $84,518-5.8% | $67,704+17.6% | $125,388-36.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 5.43% | 2.57%+2.9pp | 25.41%-20.0pp | 282.24%-276.8pp |
| Employer contribution / active EE | $8,327 | $3,292+152.9% | $2,559+225.4% | $4,866+71.1% |
| Participant deferral / active EE | $12,992 | $4,430+193.3% | $3,585+262.4% | $5,352+142.8% |
| Admin fee / account holder | $141 | $5,340-97.4% | $4,255-96.7% | $9,541-98.5% |