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 | $70,714 | $217,432-67.5% | $185,851-62.0% | $167,553-57.8% |
| Participation rate | 72.2% | 86.1%-13.8pp | 81.7%-9.5pp | 82.1%-9.9pp |
| Annual return | 12.92% | 148.43%-135.5pp | 122.11%-109.2pp | 478.89%-466.0pp |
| Employer contribution / active EE | $1,799 | $5,874-69.4% | $5,168-65.2% | $4,840-62.8% |
| Participant deferral / active EE | $6,360 | $6,3570% | $5,569+14.2% | $6,343+0.3% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |