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 | $75,551 | $166,020-54.5% | $164,866-54.2% | $145,959-48.2% |
| Participation rate | 76.9% | 82.0%-5.1pp | 78.6%-1.7pp | 80.3%-3.4pp |
| Annual return | 12.59% | 100.08%-87.5pp | 69.97%-57.4pp | 561.95%-549.4pp |
| Employer contribution / active EE | $4,329 | $5,275-17.9% | $4,343-0.3% | $4,661-7.1% |
| Participant deferral / active EE | $2,449 | $6,961-64.8% | $6,033-59.4% | $6,689-63.4% |
| Admin fee / account holder | $248 | $16,644-98.5% | $12,689-98.0% | $13,398-98.1% |