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 | $142,149 | $72,071+97.2% | $68,368+107.9% | $137,256+3.6% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.0%+8.3pp |
| Annual return | 13.66% | 353.14%-339.5pp | 292.57%-278.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $550 | $2,788-80.3% | $2,649-79.2% | $4,156-86.8% |
| Participant deferral / active EE | $1,129 | $4,410-74.4% | $4,123-72.6% | $6,407-82.4% |
| Admin fee / account holder | $176 | $5,336-96.7% | $5,150-96.6% | $12,270-98.6% |