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 | $130,014 | $181,896-28.5% | $156,551-17.0% | $273,972-52.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.86% | 30.74%-25.9pp | 32.23%-27.4pp | 41.46%-36.6pp |
| Employer contribution / active EE | $5,628 | $6,248-9.9% | $5,501+2.3% | $4,869+15.6% |
| Participant deferral / active EE | $10,000 | $5,550+80.2% | $4,871+105.3% | $5,287+89.1% |
| Admin fee / account holder | $156 | $15,560-99.0% | $13,028-98.8% | $10,133-98.5% |