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 | $184,633 | $111,814+65.1% | $103,374+78.6% | $145,959+26.5% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 12.84% | 24.77%-11.9pp | 24.89%-12.1pp | 561.95%-549.1pp |
| Employer contribution / active EE | $2,032 | $4,214-51.8% | $3,869-47.5% | $4,661-56.4% |
| Participant deferral / active EE | $5,464 | $5,618-2.7% | $5,058+8.0% | $6,689-18.3% |
| Admin fee / account holder | $123 | $9,754-98.7% | $8,394-98.5% | $13,398-99.1% |