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 | $121,707 | $77,638+56.8% | $156,551-22.3% | $62,881+93.6% |
| Participation rate | 97.3% | 71.2%+26.1pp | 84.0%+13.3pp | 69.3%+28.0pp |
| Annual return | 8.38% | 50.33%-41.9pp | 32.23%-23.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $3,740 | $3,444+8.6% | $5,501-32.0% | $2,281+64.0% |
| Participant deferral / active EE | $4,116 | $3,046+35.1% | $4,871-15.5% | $3,203+28.5% |
| Admin fee / account holder | $290 | $5,561-94.8% | $13,028-97.8% | $4,296-93.2% |