Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,760 | $213,785-69.2% | $185,441-64.5% | $155,188-57.6% |
| Participation rate | 85.7% | 83.2%+2.5pp | 80.3%+5.5pp | 80.8%+4.9pp |
| Annual return | 11.33% | 19.97%-8.6pp | 20.16%-8.8pp | 148.84%-137.5pp |
| Employer contribution / active EE | $1,651 | $5,393-69.4% | $4,672-64.7% | $4,248-61.1% |
| Participant deferral / active EE | $11,536 | $6,864+68.1% | $6,152+87.5% | $6,531+76.6% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |