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 | $115,633 | $127,779-9.5% | $106,551+8.5% | $167,518-31.0% |
| Participation rate | 73.7% | 78.3%-4.6pp | 76.1%-2.4pp | 82.1%-8.4pp |
| Annual return | 33.08% | 33.87%-0.8pp | 26.80%+6.3pp | 478.71%-445.6pp |
| Employer contribution / active EE | $1,901 | $3,427-44.5% | $2,819-32.6% | $4,838-60.7% |
| Participant deferral / active EE | $3,802 | $5,088-25.3% | $4,398-13.6% | $6,342-40.1% |
| Admin fee / account holder | $58 | $11,228-99.5% | $7,408-99.2% | $12,312-99.5% |