Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,398 | $101,618-15.0% | $93,063-7.2% | $137,256-37.1% |
| Participation rate | 71.4% | 74.9%-3.5pp | 72.1%-0.7pp | 80.0%-8.5pp |
| Annual return | 18.73% | 223.95%-205.2pp | 34.15%-15.4pp | 220.34%-201.6pp |
| Employer contribution / active EE | $923 | $2,707-65.9% | $2,476-62.7% | $4,156-77.8% |
| Participant deferral / active EE | $5,455 | $4,279+27.5% | $3,958+37.8% | $6,407-14.9% |
| Admin fee / account holder | $62 | $6,198-99.0% | $6,033-99.0% | $12,270-99.5% |