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 | $79,546 | $85,766-7.3% | $136,298-41.6% | $70,126+13.4% |
| Participation rate | 89.7% | 74.2%+15.6pp | 81.9%+7.8pp | 69.5%+20.2pp |
| Annual return | 26.19% | 31.46%-5.3pp | 5156.27%-5130.1pp | 73.15%-47.0pp |
| Employer contribution / active EE | $6,052 | $2,966+104.0% | $4,696+28.9% | $2,343+158.3% |
| Participant deferral / active EE | $8,131 | $5,051+61.0% | $6,247+30.2% | $3,332+144.1% |
| Admin fee / account holder | $204 | $5,421-96.2% | $9,244-97.8% | $4,645-95.6% |