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 | $107,430 | $154,754-30.6% | $124,206-13.5% | $138,895-22.7% |
| Participation rate | 78.9% | 75.5%+3.5pp | 69.6%+9.4pp | 79.9%-1.0pp |
| Annual return | 18.86% | 709.28%-690.4pp | 515.27%-496.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $751 | $4,446-83.1% | $3,540-78.8% | $4,194-82.1% |
| Participant deferral / active EE | $5,660 | $4,621+22.5% | $3,968+42.7% | $6,396-11.5% |
| Admin fee / account holder | $53 | $6,690-99.2% | $5,929-99.1% | $12,562-99.6% |