Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,313 | $110,379-47.2% | $102,412-43.1% | $145,884-60.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 14.54% | 24.84%-10.3pp | 24.94%-10.4pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,852 | $4,216-32.4% | $3,870-26.3% | $4,662-38.8% |
| Participant deferral / active EE | $8,016 | $5,622+42.6% | $5,060+58.4% | $6,690+19.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |