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 | $117,435 | $88,707+32.4% | $74,184+58.3% | $273,972-57.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.06% | 11.94%-5.9pp | 17.74%-11.7pp | 41.46%-35.4pp |
| Employer contribution / active EE | $7,792 | $3,159+146.6% | $2,370+228.8% | $4,869+60.0% |
| Participant deferral / active EE | $11,328 | $4,212+169.0% | $3,550+219.1% | $5,287+114.3% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |