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 | $89,576 | $100,203-10.6% | $85,240+5.1% | $145,897-38.6% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 9.47% | 84.28%-74.8pp | 66.75%-57.3pp | 552.29%-542.8pp |
| Employer contribution / active EE | $2,071 | $3,242-36.1% | $2,735-24.3% | $4,663-55.6% |
| Participant deferral / active EE | $2,230 | $5,299-57.9% | $4,527-50.7% | $6,689-66.7% |
| Admin fee / account holder | $25 | $7,265-99.7% | $6,165-99.6% | $13,390-99.8% |