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 | $92,948 | $102,429-9.3% | $147,096-36.8% | $80,925+14.9% |
| Participation rate | 93.8% | 75.9%+17.9pp | 82.2%+11.6pp | 67.7%+26.1pp |
| Annual return | 16.76% | 135.02%-118.3pp | 419.75%-403.0pp | 35.65%-18.9pp |
| Employer contribution / active EE | $3,320 | $3,716-10.7% | $4,936-32.7% | $2,756+20.4% |
| Participant deferral / active EE | $7,231 | $6,649+8.8% | $8,071-10.4% | $4,299+68.2% |
| Admin fee / account holder | $199 | $7,957-97.5% | $13,005-98.5% | $6,940-97.1% |