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 | $67,824 | $111,830-39.4% | $93,696-27.6% | $145,884-53.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 16.27% | 204.08%-187.8pp | 133.74%-117.5pp | 551.85%-535.6pp |
| Employer contribution / active EE | $1,316 | $3,093-57.4% | $2,422-45.6% | $4,662-71.8% |
| Participant deferral / active EE | $23,000 | $4,920+367.5% | $4,417+420.7% | $6,690+243.8% |
| Admin fee / account holder | $19 | $10,249-99.8% | $8,287-99.8% | $13,392-99.9% |