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 | $138,693 | $103,392+34.1% | $87,104+59.2% | $152,897-9.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.65% | 28.10%-5.4pp | 28.19%-5.5pp | 345.43%-322.8pp |
| Employer contribution / active EE | $2,002 | $3,221-37.8% | $2,521-20.6% | $4,764-58.0% |
| Participant deferral / active EE | $5,798 | $4,778+21.3% | $4,048+43.2% | $5,851-0.9% |
| Admin fee / account holder | -$220 | $12,194-101.8% | $7,491-102.9% | $11,599-101.9% |