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 | $110,392 | $167,415-34.1% | $140,514-21.4% | $198,609-44.4% |
| Participation rate | 81.8% | 80.9%+0.9pp | 77.8%+4.0pp | 82.4%-0.6pp |
| Annual return | 16.87% | 13.85%+3.0pp | 14.36%+2.5pp | 202.70%-185.8pp |
| Employer contribution / active EE | $3,334 | $4,088-18.4% | $3,378-1.3% | $5,055-34.1% |
| Participant deferral / active EE | $9,073 | $5,579+62.6% | $4,919+84.5% | $6,977+30.1% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |