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 | $93,819 | $97,020-3.3% | $83,327+12.6% | $135,380-30.7% |
| Participation rate | 87.5% | 80.4%+7.1pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | 31.19% | 12.31%+18.9pp | 10.64%+20.5pp | 519.81%-488.6pp |
| Employer contribution / active EE | $1,557 | $4,144-62.4% | $3,379-53.9% | $4,779-67.4% |
| Participant deferral / active EE | $4,342 | $5,964-27.2% | $5,565-22.0% | $5,609-22.6% |
| Admin fee / account holder | $299 | $8,426-96.4% | $7,540-96.0% | $10,828-97.2% |