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 | $65,406 | $275,752-76.3% | $256,809-74.5% | $198,609-67.1% |
| Participation rate | 85.7% | 89.2%-3.5pp | 88.5%-2.8pp | 82.4%+3.3pp |
| Annual return | 21.77% | 34.81%-13.0pp | 32.73%-11.0pp | 202.70%-180.9pp |
| Employer contribution / active EE | $3,028 | $7,721-60.8% | $7,263-58.3% | $5,055-40.1% |
| Participant deferral / active EE | $6,145 | $10,037-38.8% | $9,520-35.4% | $6,977-11.9% |
| Admin fee / account holder | $24 | $25,716-99.9% | $25,146-99.9% | $19,030-99.9% |