Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,251 | $73,848+37.1% | $143,799-29.6% | $68,486+47.8% |
| Participation rate | 93.0% | 66.7%+26.3pp | 80.3%+12.7pp | 67.9%+25.1pp |
| Annual return | 6.64% | 0.91%+5.7pp | -0.04%+6.7pp | -7.85%+14.5pp |
| Employer contribution / active EE | $9,201 | $3,184+188.9% | $4,952+85.8% | $2,597+254.4% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $95 | $5,755-98.4% | $14,677-99.4% | $5,404-98.3% |