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 | $122,285 | $101,752+20.2% | $164,928-25.9% | $80,911+51.1% |
| Participation rate | 75.0% | 71.8%+3.2pp | 78.6%-3.6pp | 67.6%+7.4pp |
| Annual return | 12.16% | 16.73%-4.6pp | 70.08%-57.9pp | 35.63%-23.5pp |
| Employer contribution / active EE | $2,432 | $2,953-17.6% | $4,343-44.0% | $2,756-11.7% |
| Participant deferral / active EE | $5,345 | $4,477+19.4% | $6,034-11.4% | $4,297+24.4% |
| Admin fee / account holder | $3 | $8,218-100.0% | $12,684-100.0% | $6,935-100.0% |