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 | $69,508 | $132,634-47.6% | $115,768-40.0% | $137,256-49.4% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.4%+11.3pp | 80.0%+5.8pp |
| Annual return | 21.58% | 160.70%-139.1pp | 100.46%-78.9pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,977 | $3,360-11.4% | $2,940+1.3% | $4,156-28.4% |
| Participant deferral / active EE | $10,136 | $5,619+80.4% | $4,917+106.2% | $6,407+58.2% |
| Admin fee / account holder | $203 | $15,028-98.7% | $12,439-98.4% | $12,270-98.3% |