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 | $90,770 | $65,704+38.1% | $94,229-3.7% | $59,633+52.2% |
| Participation rate | 98.6% | 72.1%+26.5pp | 78.8%+19.8pp | 68.7%+29.9pp |
| Annual return | 1.42% | 5.22%-3.8pp | 10.68%-9.3pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $2,997 | $2,021+48.3% | $3,587-16.4% | $2,203+36.1% |
| Participant deferral / active EE | $4,707 | $3,143+49.8% | $4,320+8.9% | $3,192+47.5% |
| Admin fee / account holder | $2 | $4,265-100.0% | $6,269-100.0% | $4,297-100.0% |