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 | $106,172 | $62,672+69.4% | $185,117-42.6% | $70,124+51.4% |
| Participation rate | 94.4% | 63.8%+30.6pp | 77.3%+17.1pp | 69.5%+24.8pp |
| Annual return | 22.83% | 40.79%-18.0pp | 40.50%-17.7pp | 73.14%-50.3pp |
| Employer contribution / active EE | $3,985 | $1,753+127.3% | $4,182-4.7% | $2,342+70.1% |
| Participant deferral / active EE | $11,440 | $3,272+249.7% | $5,045+126.7% | $3,332+243.3% |
| Admin fee / account holder | $177 | $3,932-95.5% | $8,159-97.8% | $4,645-96.2% |