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 | $76,090 | $84,236-9.7% | $170,435-55.4% | $70,126+8.5% |
| Participation rate | 89.1% | 70.8%+18.3pp | 83.6%+5.5pp | 69.5%+19.6pp |
| Annual return | 15.02% | 23.06%-8.0pp | 205.94%-190.9pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,414 | $3,387-58.2% | $5,432-74.0% | $2,343-39.6% |
| Participant deferral / active EE | $5,659 | $3,086+83.4% | $4,939+14.6% | $3,332+69.8% |
| Admin fee / account holder | $167 | $5,698-97.1% | $13,881-98.8% | $4,645-96.4% |