Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,309 | $111,814-38.0% | $103,374-33.0% | $145,959-52.5% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 15.55% | 24.77%-9.2pp | 24.89%-9.3pp | 561.95%-546.4pp |
| Employer contribution / active EE | $3,358 | $4,214-20.3% | $3,869-13.2% | $4,661-28.0% |
| Participant deferral / active EE | $7,795 | $5,618+38.7% | $5,058+54.1% | $6,689+16.5% |
| Admin fee / account holder | $19 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |