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 | $50,763 | $181,896-72.1% | $156,551-67.6% | $273,972-81.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.75% | 30.74%-24.0pp | 32.23%-25.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $13,010 | $6,248+108.2% | $5,501+136.5% | $4,869+167.2% |
| Participant deferral / active EE | $12,217 | $5,550+120.1% | $4,871+150.8% | $5,287+131.1% |
| Admin fee / account holder | $196 | $15,560-98.7% | $13,028-98.5% | $10,133-98.1% |