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 | $203,094 | $239,571-15.2% | $183,328+10.8% | $137,256+48.0% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 80.0%-5.0pp |
| Annual return | 14.39% | 35.69%-21.3pp | 29.67%-15.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,124 | $6,148-65.4% | $5,055-58.0% | $4,156-48.9% |
| Participant deferral / active EE | $4,721 | $7,995-40.9% | $6,795-30.5% | $6,407-26.3% |
| Admin fee / account holder | $13 | $30,059-100.0% | $21,427-99.9% | $12,270-99.9% |