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 | $126,329 | $106,280+18.9% | $96,538+30.9% | $139,487-9.4% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 13.92% | 38.48%-24.6pp | 35.74%-21.8pp | 373.84%-359.9pp |
| Employer contribution / active EE | $1,611 | $4,107-60.8% | $3,740-56.9% | $4,755-66.1% |
| Participant deferral / active EE | $2,481 | $5,457-54.5% | $4,880-49.2% | $6,713-63.0% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |