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 | $103,842 | $149,679-30.6% | $117,039-11.3% | $147,586-29.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 21.80% | 19.31%+2.5pp | 18.95%+2.8pp | 578.59%-556.8pp |
| Employer contribution / active EE | $12,377 | $4,937+150.7% | $3,785+227.0% | $4,876+153.8% |
| Participant deferral / active EE | $11,114 | $4,912+126.3% | $3,929+182.8% | $5,439+104.4% |
| Admin fee / account holder | $42 | $7,856-99.5% | $5,974-99.3% | $10,886-99.6% |