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 | $51,043 | $135,956-62.5% | $123,894-58.8% | $273,972-81.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.07% | 56.63%-46.6pp | 47.52%-37.4pp | 41.46%-31.4pp |
| Employer contribution / active EE | $7,454 | $5,170+44.2% | $4,617+61.5% | $4,869+53.1% |
| Participant deferral / active EE | $6,933 | $6,343+9.3% | $5,984+15.9% | $5,287+31.1% |
| Admin fee / account holder | $115 | $9,817-98.8% | $8,357-98.6% | $10,133-98.9% |