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 | $69,812 | $103,392-32.5% | $87,104-19.9% | $152,897-54.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 21.25% | 28.10%-6.8pp | 28.19%-6.9pp | 345.43%-324.2pp |
| Employer contribution / active EE | $5,993 | $3,221+86.1% | $2,521+137.7% | $4,764+25.8% |
| Participant deferral / active EE | $3,074 | $4,778-35.7% | $4,048-24.1% | $5,851-47.5% |
| Admin fee / account holder | $83 | $12,194-99.3% | $7,491-98.9% | $11,599-99.3% |