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 | $229,419 | $167,353+37.1% | $143,797+59.5% | $134,545+70.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.28% | 0.48%-0.2pp | -0.04%+0.3pp | 418.37%-418.1pp |
| Employer contribution / active EE | $6,385 | $5,620+13.6% | $4,952+28.9% | $4,742+34.7% |
| Participant deferral / active EE | $6,799 | $6,447+5.5% | $5,638+20.6% | $6,401+6.2% |
| Admin fee / account holder | $107 | $18,096-99.4% | $14,679-99.3% | $11,431-99.1% |