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 | $59,274 | $106,247-44.2% | $96,515-38.6% | $139,466-57.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 18.07% | 38.47%-20.4pp | 35.73%-17.7pp | 373.66%-355.6pp |
| Employer contribution / active EE | $2,840 | $4,106-30.8% | $3,740-24.1% | $4,754-40.3% |
| Participant deferral / active EE | $7,296 | $5,456+33.7% | $4,880+49.5% | $6,712+8.7% |
| Admin fee / account holder | $206 | $7,885-97.4% | $6,735-96.9% | $11,409-98.2% |