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 | $127,234 | $150,412-15.4% | $120,574+5.5% | $145,884-12.8% |
| Participation rate | 85.7% | 78.8%+6.9pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 10.52% | 154.50%-144.0pp | 107.42%-96.9pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,173 | $4,355-73.1% | $3,471-66.2% | $4,662-74.8% |
| Participant deferral / active EE | $2,360 | $6,175-61.8% | $4,996-52.8% | $6,690-64.7% |
| Admin fee / account holder | $48 | $12,224-99.6% | $9,445-99.5% | $13,392-99.6% |