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 | $64,450 | $160,040-59.7% | $147,096-56.2% | $145,877-55.8% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 17.12% | 98.49%-81.4pp | 419.75%-402.6pp | 551.28%-534.2pp |
| Employer contribution / active EE | $3,368 | $5,289-36.3% | $4,936-31.8% | $4,663-27.8% |
| Participant deferral / active EE | $9,307 | $8,429+10.4% | $8,071+15.3% | $6,691+39.1% |
| Admin fee / account holder | $110 | $15,050-99.3% | $13,005-99.2% | $13,402-99.2% |