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 | $76,943 | $98,240-21.7% | $82,312-6.5% | $147,586-47.9% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 18.96% | 30.85%-11.9pp | 25.88%-6.9pp | 578.59%-559.6pp |
| Employer contribution / active EE | $1,989 | $3,192-37.7% | $2,428-18.1% | $4,876-59.2% |
| Participant deferral / active EE | $3,909 | $4,383-10.8% | $3,706+5.5% | $5,439-28.1% |
| Admin fee / account holder | $93 | $8,563-98.9% | $5,608-98.3% | $10,886-99.1% |