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 | $83,228 | $109,411-23.9% | $89,435-6.9% | $158,982-47.6% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 16.79% | 345.68%-328.9pp | 245.55%-228.8pp | 302.99%-286.2pp |
| Employer contribution / active EE | $3,521 | $3,173+11.0% | $2,587+36.1% | $4,763-26.1% |
| Participant deferral / active EE | $5,223 | $4,600+13.6% | $3,890+34.3% | $5,983-12.7% |
| Admin fee / account holder | $136 | $6,159-97.8% | $4,884-97.2% | $11,252-98.8% |