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 | $118,431 | $86,938+36.2% | $102,423+15.6% | $80,925+46.3% |
| Participation rate | 74.1% | 72.4%+1.8pp | 76.5%-2.4pp | 67.7%+6.5pp |
| Annual return | 13.93% | 18.89%-5.0pp | 29.42%-15.5pp | 35.65%-21.7pp |
| Employer contribution / active EE | $6,488 | $2,369+173.9% | $3,023+114.6% | $2,756+135.4% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $151 | $8,053-98.1% | $9,455-98.4% | $6,940-97.8% |