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 | $101,925 | $93,346+9.2% | $71,796+42.0% | $273,972-62.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.70% | 130.39%-123.7pp | 78.04%-71.3pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,188 | $2,733-19.9% | $1,924+13.7% | $4,869-55.1% |
| Participant deferral / active EE | $6,299 | $3,475+81.3% | $2,794+125.4% | $5,287+19.1% |
| Admin fee / account holder | $10 | $6,571-99.9% | $4,815-99.8% | $10,133-99.9% |