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 | $63,536 | $135,956-53.3% | $123,894-48.7% | $273,972-76.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.96% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,600 | $5,170-49.7% | $4,617-43.7% | $4,869-46.6% |
| Participant deferral / active EE | $3,437 | $6,343-45.8% | $5,984-42.6% | $5,287-35.0% |
| Admin fee / account holder | -$46 | $9,817-100.5% | $8,357-100.5% | $10,133-100.5% |