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 | $143,837 | $75,935+89.4% | $60,547+137.6% | $125,389+14.7% |
| Participation rate | 76.9% | 76.5%+0.4pp | 68.0%+9.0pp | 83.2%-6.3pp |
| Annual return | 0.67% | -5.38%+6.0pp | 335.64%-335.0pp | 282.24%-281.6pp |
| Employer contribution / active EE | $1,800 | $3,438-47.7% | $2,419-25.6% | $4,866-63.0% |
| Participant deferral / active EE | $4,469 | $4,506-0.8% | $3,328+34.3% | $5,352-16.5% |
| Admin fee / account holder | $196 | $6,768-97.1% | $4,536-95.7% | $9,541-97.9% |