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 | $78,692 | $180,459-56.4% | $154,108-48.9% | $135,380-41.9% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | 6.87% | 888.21%-881.3pp | 735.21%-728.3pp | 519.81%-512.9pp |
| Employer contribution / active EE | $3,319 | $6,035-45.0% | $5,298-37.4% | $4,779-30.6% |
| Participant deferral / active EE | $8,259 | $5,806+42.2% | $5,081+62.5% | $5,609+47.2% |
| Admin fee / account holder | $7 | $16,145-100.0% | $13,411-99.9% | $10,828-99.9% |