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 | $93,863 | $157,304-40.3% | $141,197-33.5% | $152,909-38.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 25.28% | 64.34%-39.1pp | 71.41%-46.1pp | 345.46%-320.2pp |
| Employer contribution / active EE | $1,915 | $5,263-63.6% | $4,736-59.6% | $4,764-59.8% |
| Participant deferral / active EE | $3,272 | $7,111-54.0% | $6,710-51.2% | $5,851-44.1% |
| Admin fee / account holder | $160 | $12,126-98.7% | $10,265-98.4% | $11,601-98.6% |