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 | $104,138 | $153,769-32.3% | $133,975-22.3% | $273,972-62.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.46% | 36.51%-29.1pp | 29.29%-21.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $3,182 | $6,029-47.2% | $5,211-38.9% | $4,869-34.7% |
| Participant deferral / active EE | $7,337 | $6,958+5.4% | $6,282+16.8% | $5,287+38.8% |
| Admin fee / account holder | $216 | $11,765-98.2% | $9,324-97.7% | $10,133-97.9% |