Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,744 | $155,555-48.1% | $146,866-45.0% | $155,188-48.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 17.53% | 115.41%-97.9pp | 102.85%-85.3pp | 148.84%-131.3pp |
| Employer contribution / active EE | $3,249 | $4,647-30.1% | $4,425-26.6% | $4,248-23.5% |
| Participant deferral / active EE | $9,144 | $8,044+13.7% | $7,759+17.8% | $6,531+40.0% |
| Admin fee / account holder | $10 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |