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 | $129,323 | $99,345+30.2% | $84,753+52.6% | $273,972-52.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.72% | 22.93%-16.2pp | 22.78%-16.1pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,957 | $4,214-53.6% | $3,574-45.3% | $4,869-59.8% |
| Participant deferral / active EE | $4,649 | $4,270+8.9% | $3,712+25.2% | $5,287-12.1% |
| Admin fee / account holder | $47 | $6,645-99.3% | $5,333-99.1% | $10,133-99.5% |