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 | $69,826 | $135,956-48.6% | $123,894-43.6% | $273,972-74.5% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 6.23% | 56.63%-50.4pp | 47.52%-41.3pp | 41.46%-35.2pp |
| Employer contribution / active EE | $12,748 | $5,170+146.6% | $4,617+176.1% | $4,869+161.8% |
| Participant deferral / active EE | $7,950 | $6,343+25.3% | $5,984+32.9% | $5,287+50.4% |
| Admin fee / account holder | $167 | $9,817-98.3% | $8,357-98.0% | $10,133-98.3% |