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 | $85,949 | $197,625-56.5% | $177,840-51.7% | $158,966-45.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 15.44% | 58.76%-43.3pp | 48.32%-32.9pp | 302.95%-287.5pp |
| Employer contribution / active EE | $1,831 | $6,698-72.7% | $5,919-69.1% | $4,762-61.5% |
| Participant deferral / active EE | $3,190 | $8,405-62.0% | $7,714-58.6% | $5,983-46.7% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |