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 | $140,582 | $83,337+68.7% | $67,834+107.2% | $273,972-48.7% |
| Participation rate | 81.0% | 76.4%+4.5pp | 68.8%+12.2pp | 83.0%-2.1pp |
| Annual return | 5.61% | 259.45%-253.8pp | 138.47%-132.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $5,228 | $3,287+59.0% | $2,403+117.5% | $4,869+7.4% |
| Participant deferral / active EE | $5,228 | $4,088+27.9% | $3,160+65.4% | $5,287-1.1% |
| Admin fee / account holder | $258 | $6,752-96.2% | $4,622-94.4% | $10,133-97.5% |