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 | $67,989 | $135,956-50.0% | $123,894-45.1% | $273,972-75.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 7.48% | 56.63%-49.2pp | 47.52%-40.0pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,308 | $5,170-74.7% | $4,617-71.7% | $4,869-73.1% |
| Participant deferral / active EE | $2,668 | $6,343-57.9% | $5,984-55.4% | $5,287-49.5% |
| Admin fee / account holder | $23 | $9,817-99.8% | $8,357-99.7% | $10,133-99.8% |