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 | $69,200 | $117,846-41.3% | $102,434-32.4% | $145,884-52.6% |
| Participation rate | 81.3% | 78.6%+2.6pp | 76.5%+4.7pp | 80.3%+0.9pp |
| Annual return | 11.22% | 31.90%-20.7pp | 29.46%-18.2pp | 551.85%-540.6pp |
| Employer contribution / active EE | $4,646 | $3,615+28.5% | $3,023+53.7% | $4,662-0.4% |
| Participant deferral / active EE | $9,918 | $5,733+73.0% | $5,055+96.2% | $6,690+48.3% |
| Admin fee / account holder | $106 | $13,356-99.2% | $9,462-98.9% | $13,392-99.2% |