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 | $88,252 | $52,580+67.8% | $71,671+23.1% | $70,126+25.8% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 12.26% | 20.25%-8.0pp | 20.65%-8.4pp | 73.15%-60.9pp |
| Employer contribution / active EE | $3,269 | $1,616+102.3% | $2,460+32.9% | $2,343+39.5% |
| Participant deferral / active EE | $6,057 | $2,386+153.8% | $3,438+76.2% | $3,332+81.8% |
| Admin fee / account holder | $217 | $3,653-94.1% | $5,558-96.1% | $4,645-95.3% |