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 | $84,724 | $72,177+17.4% | $115,037-26.4% | $59,633+42.1% |
| Participation rate | 72.7% | 72.6%+0.2pp | 81.4%-8.6pp | 68.7%+4.1pp |
| Annual return | 0.63% | 12.02%-11.4pp | 26.14%-25.5pp | 2041.40%-2040.8pp |
| Employer contribution / active EE | $5,616 | $2,841+97.6% | $4,608+21.9% | $2,203+155.0% |
| Participant deferral / active EE | $8,516 | $4,783+78.1% | $6,026+41.3% | $3,192+166.8% |
| Admin fee / account holder | $166 | $4,927-96.6% | $8,175-98.0% | $4,297-96.1% |