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 | $61,612 | $165,361-62.7% | $149,715-58.8% | $158,950-61.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 17.82% | 348.24%-330.4pp | 276.66%-258.8pp | 302.91%-285.1pp |
| Employer contribution / active EE | $2,546 | $5,103-50.1% | $4,645-45.2% | $4,762-46.5% |
| Participant deferral / active EE | $10,328 | $7,182+43.8% | $6,842+50.9% | $5,983+72.6% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |