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 | $73,232 | $106,923-31.5% | $84,023-12.8% | $152,909-52.1% |
| Participation rate | 92.3% | 75.3%+17.1pp | 69.0%+23.3pp | 82.5%+9.9pp |
| Annual return | 25.19% | 105.02%-79.8pp | 71.32%-46.1pp | 345.46%-320.3pp |
| Employer contribution / active EE | $1,797 | $2,735-34.3% | $1,984-9.4% | $4,764-62.3% |
| Participant deferral / active EE | $5,506 | $4,013+37.2% | $3,239+70.0% | $5,851-5.9% |
| Admin fee / account holder | $50 | $8,289-99.4% | $6,102-99.2% | $11,601-99.6% |