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 | $70,209 | $166,020-57.7% | $164,866-57.4% | $145,959-51.9% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 12.59% | 100.08%-87.5pp | 69.97%-57.4pp | 561.95%-549.4pp |
| Employer contribution / active EE | $2,807 | $5,275-46.8% | $4,343-35.4% | $4,661-39.8% |
| Participant deferral / active EE | $6,914 | $6,961-0.7% | $6,033+14.6% | $6,689+3.4% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |