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 | $66,376 | $198,457-66.6% | $170,435-61.1% | $147,586-55.0% |
| Participation rate | 73.9% | 88.0%-14.1pp | 83.6%-9.7pp | 82.8%-8.9pp |
| Annual return | 16.14% | 257.30%-241.2pp | 205.94%-189.8pp | 578.59%-562.5pp |
| Employer contribution / active EE | $6,029 | $6,183-2.5% | $5,432+11.0% | $4,876+23.6% |
| Participant deferral / active EE | $3,262 | $5,629-42.0% | $4,939-34.0% | $5,439-40.0% |
| Admin fee / account holder | $90 | $16,852-99.5% | $13,881-99.4% | $10,886-99.2% |