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 | $67,995 | $135,956-50.0% | $123,894-45.1% | $273,972-75.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.85% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $5,783 | $5,170+11.9% | $4,617+25.3% | $4,869+18.8% |
| Participant deferral / active EE | $14,961 | $6,343+135.9% | $5,984+150.0% | $5,287+183.0% |
| Admin fee / account holder | $64 | $9,817-99.3% | $8,357-99.2% | $10,133-99.4% |