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 | $38,024 | $153,774-75.3% | $133,979-71.6% | $273,970-86.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.15% | 36.51%-22.4pp | 29.30%-15.1pp | 41.46%-27.3pp |
| Employer contribution / active EE | $13,764 | $6,029+128.3% | $5,211+164.1% | $4,869+182.7% |
| Participant deferral / active EE | $11,711 | $6,958+68.3% | $6,282+86.4% | $5,287+121.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |