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 | $78,389 | $88,707-11.6% | $74,184+5.7% | $273,972-71.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.59% | 11.94%-1.3pp | 17.74%-7.1pp | 41.46%-30.9pp |
| Employer contribution / active EE | $13,746 | $3,159+335.1% | $2,370+480.0% | $4,869+182.3% |
| Participant deferral / active EE | $24,000 | $4,212+469.8% | $3,550+576.1% | $5,287+353.9% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |