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 | $129,342 | $73,988+74.8% | $96,538+34.0% | $75,177+72.0% |
| Participation rate | 70.3% | 66.4%+3.9pp | 74.3%-4.0pp | 67.2%+3.1pp |
| Annual return | 16.76% | 26.73%-10.0pp | 35.74%-19.0pp | 160.75%-144.0pp |
| Employer contribution / active EE | $964 | $2,930-67.1% | $3,740-74.2% | $2,671-63.9% |
| Participant deferral / active EE | $6,308 | $3,660+72.3% | $4,880+29.2% | $4,126+52.9% |
| Admin fee / account holder | $58 | $5,220-98.9% | $6,737-99.1% | $5,651-99.0% |