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 | $132,648 | $127,779+3.8% | $106,551+24.5% | $167,518-20.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 11.45% | 33.87%-22.4pp | 26.80%-15.3pp | 478.71%-467.3pp |
| Employer contribution / active EE | $1,999 | $3,427-41.7% | $2,819-29.1% | $4,838-58.7% |
| Participant deferral / active EE | $4,012 | $5,088-21.1% | $4,398-8.8% | $6,342-36.7% |
| Admin fee / account holder | $50 | $11,228-99.6% | $7,408-99.3% | $12,312-99.6% |