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 | $110,056 | $197,637-44.3% | $177,848-38.1% | $158,982-30.8% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | 17.53% | 58.77%-41.2pp | 48.33%-30.8pp | 302.99%-285.5pp |
| Employer contribution / active EE | $3,804 | $6,698-43.2% | $5,919-35.7% | $4,763-20.1% |
| Participant deferral / active EE | $12,514 | $8,405+48.9% | $7,714+62.2% | $5,983+109.1% |
| Admin fee / account holder | $6 | $15,406-100.0% | $12,431-100.0% | $11,252-99.9% |