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 | $95,420 | $201,372-52.6% | $184,260-48.2% | $145,884-34.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.84% | 29.04%-18.2pp | 28.84%-18.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $3,135 | $7,024-55.4% | $6,427-51.2% | $4,662-32.8% |
| Participant deferral / active EE | $7,288 | $9,808-25.7% | $9,133-20.2% | $6,690+8.9% |
| Admin fee / account holder | $49 | $16,362-99.7% | $13,898-99.6% | $13,392-99.6% |