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 | $92,681 | $105,856-12.4% | $90,161+2.8% | $147,586-37.2% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.4pp | 82.8%-11.4pp |
| Annual return | 16.73% | 37.63%-20.9pp | 34.89%-18.2pp | 578.59%-561.9pp |
| Employer contribution / active EE | $1,757 | $4,126-57.4% | $3,318-47.0% | $4,876-64.0% |
| Participant deferral / active EE | $6,039 | $5,733+5.3% | $5,287+14.2% | $5,439+11.0% |
| Admin fee / account holder | $3 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |