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 | $132,057 | $46,596+183.4% | $64,099+106.0% | $75,181+75.7% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 35.36% | 26.04%+9.3pp | 33.70%+1.7pp | 160.69%-125.3pp |
| Employer contribution / active EE | $3,180 | $1,975+61.0% | $2,748+15.7% | $2,671+19.1% |
| Participant deferral / active EE | $3,978 | $2,837+40.2% | $3,881+2.5% | $4,126-3.6% |
| Admin fee / account holder | $191 | $2,954-93.5% | $3,070-93.8% | $5,650-96.6% |