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 | $138,081 | $104,251+32.5% | $91,004+51.7% | $147,586-6.4% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.6%+10.1pp | 82.8%+2.9pp |
| Annual return | 14.83% | 27.06%-12.2pp | 4.60%+10.2pp | 578.59%-563.8pp |
| Employer contribution / active EE | $5,406 | $3,116+73.5% | $2,456+120.1% | $4,876+10.9% |
| Participant deferral / active EE | $8,836 | $4,195+110.6% | $3,548+149.1% | $5,439+62.5% |
| Admin fee / account holder | $33 | $8,948-99.6% | $5,417-99.4% | $10,886-99.7% |