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 | $98,604 | $127,387-22.6% | $115,038-14.3% | $125,389-21.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.59% | 31.28%-28.7pp | 26.14%-23.6pp | 282.24%-279.7pp |
| Employer contribution / active EE | $1,795 | $5,166-65.3% | $4,608-61.0% | $4,866-63.1% |
| Participant deferral / active EE | $5,148 | $6,423-19.8% | $6,026-14.6% | $5,352-3.8% |
| Admin fee / account holder | $175 | $9,516-98.2% | $8,175-97.9% | $9,541-98.2% |