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 | $120,474 | $73,988+62.8% | $96,538+24.8% | $75,177+60.3% |
| Participation rate | 93.5% | 66.4%+27.1pp | 74.3%+19.2pp | 67.2%+26.3pp |
| Annual return | 17.55% | 26.73%-9.2pp | 35.74%-18.2pp | 160.75%-143.2pp |
| Employer contribution / active EE | $1,978 | $2,930-32.5% | $3,740-47.1% | $2,671-25.9% |
| Participant deferral / active EE | $4,199 | $3,660+14.7% | $4,880-14.0% | $4,126+1.8% |
| Admin fee / account holder | $136 | $5,220-97.4% | $6,737-98.0% | $5,651-97.6% |