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 | $71,316 | $165,399-56.9% | $149,745-52.4% | $158,982-55.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 12.92% | 348.34%-335.4pp | 276.72%-263.8pp | 302.99%-290.1pp |
| Employer contribution / active EE | $1,598 | $5,105-68.7% | $4,646-65.6% | $4,763-66.4% |
| Participant deferral / active EE | $5,905 | $7,183-17.8% | $6,843-13.7% | $5,983-1.3% |
| Admin fee / account holder | $82 | $10,811-99.2% | $9,312-99.1% | $11,252-99.3% |