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 | $69,777 | $118,496-41.1% | $98,461-29.1% | $139,466-50.0% |
| Participation rate | 92.9% | 77.5%+15.4pp | 75.2%+17.7pp | 80.3%+12.5pp |
| Annual return | 23.49% | 18.96%+4.5pp | 21.17%+2.3pp | 373.66%-350.2pp |
| Employer contribution / active EE | $4,666 | $3,611+29.2% | $3,049+53.1% | $4,754-1.9% |
| Participant deferral / active EE | $9,201 | $5,393+70.6% | $4,738+94.2% | $6,712+37.1% |
| Admin fee / account holder | $224 | $14,056-98.4% | $8,961-97.5% | $11,409-98.0% |