Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,480 | $110,410-34.4% | $102,437-29.2% | $145,897-50.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 12.30% | 24.85%-12.6pp | 24.95%-12.7pp | 552.29%-540.0pp |
| Employer contribution / active EE | $3,527 | $4,217-16.4% | $3,871-8.9% | $4,663-24.4% |
| Participant deferral / active EE | $8,791 | $5,622+56.4% | $5,060+73.7% | $6,689+31.4% |
| Admin fee / account holder | $175 | $9,745-98.2% | $8,388-97.9% | $13,390-98.7% |