Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,737 | $160,040-12.1% | $147,096-4.3% | $145,877-3.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.59% | 98.49%-85.9pp | 419.75%-407.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,481 | $5,289-72.0% | $4,936-70.0% | $4,663-68.2% |
| Participant deferral / active EE | $6,736 | $8,429-20.1% | $8,071-16.5% | $6,691+0.7% |
| Admin fee / account holder | $105 | $15,050-99.3% | $13,005-99.2% | $13,402-99.2% |