Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,848 | $153,774-5.2% | $133,979+8.9% | $273,970-46.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.90% | 36.51%-25.6pp | 29.30%-18.4pp | 41.46%-30.6pp |
| Employer contribution / active EE | $27,561 | $6,029+357.2% | $5,211+428.9% | $4,869+466.1% |
| Participant deferral / active EE | $14,500 | $6,958+108.4% | $6,282+130.8% | $5,287+174.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |