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 | $64,148 | $181,896-64.7% | $156,551-59.0% | $273,972-76.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.90% | 30.74%-22.8pp | 32.23%-24.3pp | 41.46%-33.6pp |
| Employer contribution / active EE | $7,253 | $6,248+16.1% | $5,501+31.8% | $4,869+49.0% |
| Participant deferral / active EE | $14,005 | $5,550+152.3% | $4,871+187.5% | $5,287+164.9% |
| Admin fee / account holder | $132 | $15,560-99.2% | $13,028-99.0% | $10,133-98.7% |