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 | $199,678 | $131,835+51.5% | $108,582+83.9% | $273,972-27.1% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.6%+11.3pp | 83.0%+7.9pp |
| Annual return | 12.30% | -91.57%+103.9pp | -51.70%+64.0pp | 41.46%-29.2pp |
| Employer contribution / active EE | $7,699 | $4,913+56.7% | $3,758+104.9% | $4,869+58.1% |
| Participant deferral / active EE | $4,364 | $5,127-14.9% | $4,311+1.2% | $5,287-17.5% |
| Admin fee / account holder | $4 | $10,253-100.0% | $7,645-99.9% | $10,133-100.0% |