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 | $172,045 | $88,707+93.9% | $74,184+131.9% | $273,972-37.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.50% | 11.94%-6.4pp | 17.74%-12.2pp | 41.46%-36.0pp |
| Employer contribution / active EE | $20,984 | $3,159+564.2% | $2,370+785.4% | $4,869+331.0% |
| Participant deferral / active EE | $9,950 | $4,212+136.2% | $3,550+180.3% | $5,287+88.2% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |