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 | $105,393 | $185,312-43.1% | $161,489-34.7% | $154,746-31.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.36% | 103.84%-89.5pp | 89.72%-75.4pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,726 | $4,769-63.8% | $4,268-59.6% | $4,379-60.6% |
| Participant deferral / active EE | $3,545 | $6,350-44.2% | $5,630-37.0% | $6,730-47.3% |
| Admin fee / account holder | $176 | $18,654-99.1% | $16,006-98.9% | $14,365-98.8% |