Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,570 | $85,024+17.1% | $70,544+41.1% | $139,466-28.6% |
| Participation rate | 73.3% | 73.9%-0.6pp | 68.4%+5.0pp | 80.3%-7.0pp |
| Annual return | 17.43% | 30.39%-13.0pp | 32.79%-15.4pp | 373.66%-356.2pp |
| Employer contribution / active EE | $1,066 | $3,912-72.7% | $2,976-64.2% | $4,754-77.6% |
| Participant deferral / active EE | $4,977 | $5,891-15.5% | $4,568+8.9% | $6,712-25.9% |
| Admin fee / account holder | $87 | $8,928-99.0% | $6,427-98.7% | $11,409-99.2% |