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 | $137,679 | $65,367+110.6% | $92,915+48.2% | $72,976+88.7% |
| Participation rate | 77.1% | 68.3%+8.8pp | 76.0%+1.1pp | 69.5%+7.7pp |
| Annual return | 23.08% | 42.11%-19.0pp | 109.45%-86.4pp | 81.02%-57.9pp |
| Employer contribution / active EE | $1,709 | $2,594-34.1% | $3,653-53.2% | $2,440-30.0% |
| Participant deferral / active EE | $4,821 | $3,128+54.1% | $4,238+13.8% | $3,608+33.6% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |