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 | $143,957 | $146,267-1.6% | $197,124-27.0% | $82,448+74.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 14.66% | 29.61%-15.0pp | 44.34%-29.7pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,854 | $4,723-39.6% | $6,227-54.2% | $2,551+11.9% |
| Participant deferral / active EE | $3,982 | $7,035-43.4% | $9,135-56.4% | $4,139-3.8% |
| Admin fee / account holder | $19 | $14,422-99.9% | $16,298-99.9% | $7,234-99.7% |