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 | $104,198 | $84,236+23.7% | $170,435-38.9% | $70,126+48.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.28% | 23.06%-5.8pp | 205.94%-188.7pp | 73.15%-55.9pp |
| Employer contribution / active EE | $5,780 | $3,387+70.7% | $5,432+6.4% | $2,343+146.8% |
| Participant deferral / active EE | $5,028 | $3,086+62.9% | $4,939+1.8% | $3,332+50.9% |
| Admin fee / account holder | $226 | $5,698-96.0% | $13,881-98.4% | $4,645-95.1% |