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 | $67,016 | $77,638-13.7% | $156,551-57.2% | $62,881+6.6% |
| Participation rate | 82.9% | 71.2%+11.7pp | 84.0%-1.2pp | 69.3%+13.6pp |
| Annual return | 8.14% | 50.33%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,524 | $3,444-55.7% | $5,501-72.3% | $2,281-33.2% |
| Participant deferral / active EE | $5,682 | $3,046+86.6% | $4,871+16.7% | $3,203+77.4% |
| Admin fee / account holder | $24 | $5,561-99.6% | $13,028-99.8% | $4,296-99.4% |