Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,981 | $201,370-47.4% | $184,256-42.5% | $145,897-27.4% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 18.47% | 29.05%-10.6pp | 28.85%-10.4pp | 552.29%-533.8pp |
| Employer contribution / active EE | $3,718 | $7,024-47.1% | $6,427-42.2% | $4,663-20.3% |
| Participant deferral / active EE | $12,292 | $9,808+25.3% | $9,133+34.6% | $6,689+83.8% |
| Admin fee / account holder | $283 | $16,364-98.3% | $13,899-98.0% | $13,390-97.9% |