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 | $107,403 | $124,425-13.7% | $112,040-4.1% | $137,256-21.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.67% | 24.72%-9.0pp | 24.52%-8.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $5,473 | $3,411+60.4% | $2,954+85.3% | $4,156+31.7% |
| Participant deferral / active EE | $6,505 | $5,718+13.8% | $5,098+27.6% | $6,407+1.5% |
| Admin fee / account holder | $136 | $15,207-99.1% | $12,098-98.9% | $12,270-98.9% |