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 | $78,319 | $157,829-50.4% | $136,867-42.8% | $198,609-60.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 13.95% | 51.25%-37.3pp | 42.97%-29.0pp | 202.70%-188.8pp |
| Employer contribution / active EE | $5,363 | $3,923+36.7% | $3,547+51.2% | $5,055+6.1% |
| Participant deferral / active EE | $24,043 | $5,463+340.1% | $4,924+388.3% | $6,977+244.6% |
| Admin fee / account holder | $63 | $11,107-99.4% | $10,340-99.4% | $19,030-99.7% |