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 | $64,919 | $111,301-41.7% | $112,977-42.5% | $158,982-59.2% |
| Participation rate | 92.9% | 83.5%+9.4pp | 82.6%+10.3pp | 82.0%+10.9pp |
| Annual return | 13.71% | 26.40%-12.7pp | 24.24%-10.5pp | 302.99%-289.3pp |
| Employer contribution / active EE | $2,242 | $4,471-49.9% | $4,255-47.3% | $4,763-52.9% |
| Participant deferral / active EE | $5,814 | $5,880-1.1% | $5,836-0.4% | $5,983-2.8% |
| Admin fee / account holder | $33 | $8,392-99.6% | $6,294-99.5% | $11,252-99.7% |