Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,399 | $69,274+24.7% | $64,097+34.8% | $139,487-38.1% |
| Participation rate | 88.9% | 75.6%+13.3pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 20.27% | 46.00%-25.7pp | 33.75%-13.5pp | 373.84%-353.6pp |
| Employer contribution / active EE | $2,050 | $3,187-35.7% | $2,750-25.5% | $4,755-56.9% |
| Participant deferral / active EE | $8,040 | $4,685+71.6% | $3,881+107.1% | $6,713+19.8% |
| Admin fee / account holder | $49 | $4,247-98.8% | $3,070-98.4% | $11,407-99.6% |