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 | $138,265 | $85,766+61.2% | $136,298+1.4% | $70,126+97.2% |
| Participation rate | 80.9% | 74.2%+6.7pp | 81.9%-1.1pp | 69.5%+11.3pp |
| Annual return | 15.30% | 31.46%-16.2pp | 5156.27%-5141.0pp | 73.15%-57.8pp |
| Employer contribution / active EE | $1,060 | $2,966-64.3% | $4,696-77.4% | $2,343-54.7% |
| Participant deferral / active EE | $8,806 | $5,051+74.3% | $6,247+41.0% | $3,332+164.3% |
| Admin fee / account holder | $89 | $5,421-98.4% | $9,244-99.0% | $4,645-98.1% |