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 | $96,466 | $185,312-47.9% | $161,489-40.3% | $154,746-37.7% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 12.19% | 103.84%-91.7pp | 89.72%-77.5pp | 172.34%-160.2pp |
| Employer contribution / active EE | $1,302 | $4,769-72.7% | $4,268-69.5% | $4,379-70.3% |
| Participant deferral / active EE | $3,250 | $6,350-48.8% | $5,630-42.3% | $6,730-51.7% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |