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 | $72,159 | $135,956-46.9% | $123,894-41.8% | $273,972-73.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.88% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $4,137 | $5,170-20.0% | $4,617-10.4% | $4,869-15.0% |
| Participant deferral / active EE | $10,705 | $6,343+68.8% | $5,984+78.9% | $5,287+102.5% |
| Admin fee / account holder | $25 | $9,817-99.7% | $8,357-99.7% | $10,133-99.8% |