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 | $124,773 | $209,425-40.4% | $178,499-30.1% | $158,966-21.5% |
| Participation rate | 76.9% | 86.4%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 17.17% | 188.80%-171.6pp | 151.10%-133.9pp | 302.95%-285.8pp |
| Employer contribution / active EE | $2,500 | $5,707-56.2% | $5,011-50.1% | $4,762-47.5% |
| Participant deferral / active EE | $5,277 | $5,955-11.4% | $5,202+1.4% | $5,983-11.8% |
| Admin fee / account holder | $258 | $17,078-98.5% | $13,986-98.2% | $11,250-97.7% |