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 | $127,741 | $56,054+127.9% | $171,082-25.3% | $62,881+103.1% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 8.13% | 22.52%-14.4pp | 32.56%-24.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,505 | $1,731+44.7% | $4,002-37.4% | $2,281+9.8% |
| Participant deferral / active EE | $11,540 | $3,158+265.4% | $4,797+140.5% | $3,203+260.3% |
| Admin fee / account holder | $217 | $3,647-94.1% | $8,520-97.5% | $4,296-94.9% |