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 | $77,275 | $85,766-9.9% | $136,297-43.3% | $70,124+10.2% |
| Participation rate | 78.6% | 74.2%+4.4pp | 81.9%-3.3pp | 69.5%+9.0pp |
| Annual return | 18.85% | 31.45%-12.6pp | 5156.19%-5137.3pp | 73.14%-54.3pp |
| Employer contribution / active EE | $827 | $2,966-72.1% | $4,696-82.4% | $2,342-64.7% |
| Participant deferral / active EE | $4,799 | $5,051-5.0% | $6,247-23.2% | $3,332+44.0% |
| Admin fee / account holder | $260 | $5,420-95.2% | $9,244-97.2% | $4,645-94.4% |