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 | $75,280 | $110,410-31.8% | $102,437-26.5% | $145,897-48.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 10.09% | 24.85%-14.8pp | 24.95%-14.9pp | 552.29%-542.2pp |
| Employer contribution / active EE | $3,109 | $4,217-26.3% | $3,871-19.7% | $4,663-33.3% |
| Participant deferral / active EE | $6,035 | $5,622+7.4% | $5,060+19.3% | $6,689-9.8% |
| Admin fee / account holder | $194 | $9,745-98.0% | $8,388-97.7% | $13,390-98.6% |