Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,016 | $181,896-47.8% | $156,551-39.3% | $273,972-65.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.00% | 30.74%-27.7pp | 32.23%-29.2pp | 41.46%-38.5pp |
| Employer contribution / active EE | $5,114 | $6,248-18.2% | $5,501-7.0% | $4,869+5.0% |
| Participant deferral / active EE | $10,365 | $5,550+86.7% | $4,871+112.8% | $5,287+96.0% |
| Admin fee / account holder | $78 | $15,560-99.5% | $13,028-99.4% | $10,133-99.2% |