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 | $73,427 | $175,231-58.1% | $149,696-50.9% | $139,466-47.4% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 15.47% | 166.77%-151.3pp | 134.46%-119.0pp | 373.66%-358.2pp |
| Employer contribution / active EE | $7,005 | $5,478+27.9% | $4,821+45.3% | $4,754+47.4% |
| Participant deferral / active EE | $4,872 | $6,521-25.3% | $5,682-14.2% | $6,712-27.4% |
| Admin fee / account holder | $4 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |