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 | $76,610 | $202,342-62.1% | $172,752-55.7% | $152,897-49.9% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 13.00% | 1029.83%-1016.8pp | 802.97%-790.0pp | 345.43%-332.4pp |
| Employer contribution / active EE | $1,930 | $5,858-67.0% | $5,144-62.5% | $4,764-59.5% |
| Participant deferral / active EE | $5,115 | $5,948-14.0% | $5,198-1.6% | $5,851-12.6% |
| Admin fee / account holder | $165 | $17,111-99.0% | $13,955-98.8% | $11,599-98.6% |