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 | $118,252 | $88,707+33.3% | $74,184+59.4% | $273,972-56.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.60% | 11.94%-3.3pp | 17.74%-9.1pp | 41.46%-32.9pp |
| Employer contribution / active EE | $26,500 | $3,159+738.8% | $2,370+1018.1% | $4,869+444.3% |
| Participant deferral / active EE | $3,000 | $4,212-28.8% | $3,550-15.5% | $5,287-43.3% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |