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 | $81,005 | $148,582-45.5% | $135,942-40.4% | $139,456-41.9% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 17.69% | 79.26%-61.6pp | 68.28%-50.6pp | 373.45%-355.8pp |
| Employer contribution / active EE | $3,864 | $5,245-26.3% | $4,858-20.5% | $4,753-18.7% |
| Participant deferral / active EE | $7,204 | $8,101-11.1% | $7,759-7.2% | $6,711+7.3% |
| Admin fee / account holder | $111 | $12,402-99.1% | $10,764-99.0% | $11,407-99.0% |