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 | $133,794 | $78,694+70.0% | $67,652+97.8% | $125,389+6.7% |
| Participation rate | 81.0% | 78.8%+2.1pp | 75.7%+5.3pp | 83.2%-2.2pp |
| Annual return | 9.66% | 9.46%+0.2pp | 6625.40%-6615.7pp | 282.24%-272.6pp |
| Employer contribution / active EE | $674 | $3,044-77.9% | $2,266-70.3% | $4,866-86.2% |
| Participant deferral / active EE | $1,895 | $4,292-55.9% | $3,560-46.8% | $5,352-64.6% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |