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 | $161,607 | $105,623+53.0% | $87,502+84.7% | $273,972-41.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.60% | 12.26%-6.7pp | 12.21%-6.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,367 | $3,141-56.5% | $2,550-46.4% | $4,869-71.9% |
| Participant deferral / active EE | $4,619 | $3,601+28.3% | $3,149+46.7% | $5,287-12.6% |
| Admin fee / account holder | $75 | $4,781-98.4% | $4,221-98.2% | $10,133-99.3% |