Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,181 | $201,372-34.4% | $184,260-28.3% | $145,884-9.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.05% | 29.04%-18.0pp | 28.84%-17.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $7,200 | $7,024+2.5% | $6,427+12.0% | $4,662+54.4% |
| Participant deferral / active EE | $10,163 | $9,808+3.6% | $9,133+11.3% | $6,690+51.9% |
| Admin fee / account holder | $120 | $16,362-99.3% | $13,898-99.1% | $13,392-99.1% |