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 | $68,975 | $90,504-23.8% | $78,690-12.3% | $273,965-74.8% |
| Participation rate | 84.6% | 76.5%+8.1pp | 73.6%+11.1pp | 83.0%+1.6pp |
| Annual return | 22.33% | 75.61%-53.3pp | 62.18%-39.9pp | 41.45%-19.1pp |
| Employer contribution / active EE | $4,216 | $3,176+32.8% | $2,851+47.9% | $4,869-13.4% |
| Participant deferral / active EE | $3,986 | $3,901+2.2% | $3,517+13.3% | $5,287-24.6% |
| Admin fee / account holder | $274 | $5,263-94.8% | $4,511-93.9% | $10,132-97.3% |