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 | $103,938 | $101,618+2.3% | $93,063+11.7% | $137,256-24.3% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 16.95% | 223.95%-207.0pp | 34.15%-17.2pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,040 | $2,707-24.7% | $2,476-17.6% | $4,156-50.9% |
| Participant deferral / active EE | $5,355 | $4,279+25.1% | $3,958+35.3% | $6,407-16.4% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |