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 | $118,088 | $124,346-5.0% | $111,306+6.1% | $167,553-29.5% |
| Participation rate | 93.3% | 79.6%+13.7pp | 77.3%+16.0pp | 82.1%+11.2pp |
| Annual return | 15.49% | 37.46%-22.0pp | 54.67%-39.2pp | 478.89%-463.4pp |
| Employer contribution / active EE | $6,732 | $3,438+95.8% | $2,732+146.4% | $4,840+39.1% |
| Participant deferral / active EE | $6,113 | $5,182+18.0% | $4,488+36.2% | $6,343-3.6% |
| Admin fee / account holder | $4 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |