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 | $86,015 | $112,933-23.8% | $90,970-5.4% | $158,982-45.9% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 8.30% | 215.82%-207.5pp | 134.60%-126.3pp | 302.99%-294.7pp |
| Employer contribution / active EE | $1,775 | $2,893-38.6% | $2,122-16.3% | $4,763-62.7% |
| Participant deferral / active EE | $6,967 | $4,128+68.8% | $3,373+106.6% | $5,983+16.4% |
| Admin fee / account holder | $12 | $8,047-99.9% | $5,961-99.8% | $11,252-99.9% |