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 | $173,424 | $181,896-4.7% | $156,551+10.8% | $273,972-36.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.88% | 30.74%-17.9pp | 32.23%-19.3pp | 41.46%-28.6pp |
| Employer contribution / active EE | $4,286 | $6,248-31.4% | $5,501-22.1% | $4,869-12.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $266 | $15,560-98.3% | $13,028-98.0% | $10,133-97.4% |