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 | $75,834 | $97,729-22.4% | $83,830-9.5% | $135,379-44.0% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | 2.29% | 1287.52%-1285.2pp | 850.97%-848.7pp | 519.79%-517.5pp |
| Employer contribution / active EE | $10,053 | $4,222+138.1% | $3,631+176.9% | $4,779+110.4% |
| Participant deferral / active EE | $8,056 | $4,683+72.0% | $4,082+97.4% | $5,609+43.6% |
| Admin fee / account holder | $255 | $6,674-96.2% | $5,479-95.3% | $10,828-97.6% |