Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,483 | $93,598+7.4% | $135,974-26.1% | $75,173+33.7% |
| Participation rate | 79.3% | 75.2%+4.1pp | 81.9%-2.6pp | 67.2%+12.1pp |
| Annual return | 19.64% | 30.89%-11.2pp | 68.30%-48.7pp | 160.72%-141.1pp |
| Employer contribution / active EE | $2,898 | $3,538-18.1% | $4,859-40.4% | $2,671+8.5% |
| Participant deferral / active EE | $5,580 | $6,405-12.9% | $7,760-28.1% | $4,126+35.2% |
| Admin fee / account holder | $189 | $6,978-97.3% | $10,767-98.2% | $5,651-96.6% |