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 | $64,304 | $89,370-28.0% | $141,197-54.5% | $72,976-11.9% |
| Participation rate | 95.0% | 75.1%+19.9pp | 82.5%+12.5pp | 69.5%+25.5pp |
| Annual return | 24.96% | 111.88%-86.9pp | 71.41%-46.4pp | 81.02%-56.1pp |
| Employer contribution / active EE | $1,090 | $3,115-65.0% | $4,736-77.0% | $2,440-55.3% |
| Participant deferral / active EE | $13,278 | $5,419+145.0% | $6,710+97.9% | $3,608+268.0% |
| Admin fee / account holder | $137 | $5,957-97.7% | $10,265-98.7% | $5,124-97.3% |