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 | $66,175 | $103,038-35.8% | $90,324-26.7% | $152,909-56.7% |
| Participation rate | 93.8% | 75.9%+17.9pp | 73.3%+20.5pp | 82.5%+11.3pp |
| Annual return | 23.32% | 95.25%-71.9pp | 78.15%-54.8pp | 345.46%-322.1pp |
| Employer contribution / active EE | $3,759 | $3,141+19.7% | $2,856+31.6% | $4,764-21.1% |
| Participant deferral / active EE | $3,903 | $4,282-8.9% | $3,885+0.4% | $5,851-33.3% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |