Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,694 | $69,118+13.9% | $53,647+46.7% | $138,895-43.3% |
| Participation rate | 71.4% | 64.0%+7.5pp | 56.3%+15.1pp | 79.9%-8.5pp |
| Annual return | 18.67% | 248.26%-229.6pp | 358.33%-339.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,012 | $1,189-14.9% | $962+5.2% | $4,194-75.9% |
| Participant deferral / active EE | $1,963 | $2,274-13.7% | $1,813+8.3% | $6,396-69.3% |
| Admin fee / account holder | $40 | $2,724-98.5% | $2,460-98.4% | $12,562-99.7% |