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 | $142,950 | $153,769-7.0% | $133,975+6.7% | $273,972-47.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.42% | 36.51%-30.1pp | 29.29%-22.9pp | 41.46%-35.0pp |
| Employer contribution / active EE | $7,519 | $6,029+24.7% | $5,211+44.3% | $4,869+54.4% |
| Participant deferral / active EE | $4,671 | $6,958-32.9% | $6,282-25.6% | $5,287-11.7% |
| Admin fee / account holder | $42 | $11,765-99.6% | $9,324-99.6% | $10,133-99.6% |