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 | $60,883 | $135,956-55.2% | $123,894-50.9% | $273,972-77.8% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 6.04% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $7,938 | $5,170+53.5% | $4,617+71.9% | $4,869+63.0% |
| Participant deferral / active EE | $11,420 | $6,343+80.1% | $5,984+90.8% | $5,287+116.0% |
| Admin fee / account holder | $4 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |