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 | $60,869 | $97,125-37.3% | $86,233-29.4% | $137,256-55.7% |
| Participation rate | 79.2% | 74.2%+5.0pp | 69.0%+10.1pp | 80.0%-0.8pp |
| Annual return | 17.10% | 74.19%-57.1pp | 61.39%-44.3pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,928 | $2,841-32.1% | $2,504-23.0% | $4,156-53.6% |
| Participant deferral / active EE | $3,175 | $5,180-38.7% | $4,559-30.4% | $6,407-50.4% |
| Admin fee / account holder | $18 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |