Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,335 | $212,386-67.8% | $199,883-65.8% | $138,895-50.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 20.07% | 47.75%-27.7pp | 43.81%-23.7pp | 145.39%-125.3pp |
| Employer contribution / active EE | $3,623 | $6,625-45.3% | $6,261-42.1% | $4,194-13.6% |
| Participant deferral / active EE | $4,988 | $9,617-48.1% | $9,138-45.4% | $6,396-22.0% |
| Admin fee / account holder | $134 | $18,233-99.3% | $17,268-99.2% | $12,562-98.9% |