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 | $185,060 | $94,436+96.0% | $115,599+60.1% | $82,637+123.9% |
| Participation rate | 86.0% | 70.4%+15.6pp | 74.3%+11.8pp | 68.1%+18.0pp |
| Annual return | 13.62% | 18.37%-4.8pp | 111.10%-97.5pp | 53.51%-39.9pp |
| Employer contribution / active EE | $2,053 | $2,324-11.6% | $2,955-30.5% | $2,552-19.6% |
| Participant deferral / active EE | $4,159 | $3,955+5.2% | $4,889-14.9% | $4,126+0.8% |
| Admin fee / account holder | $81 | $10,328-99.2% | $12,841-99.4% | $7,339-98.9% |