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 | $81,433 | $136,860-40.5% | $120,344-32.3% | $154,746-47.4% |
| Participation rate | 94.7% | 79.9%+14.8pp | 76.7%+18.0pp | 80.7%+14.0pp |
| Annual return | 17.43% | 21.38%-3.9pp | 20.30%-2.9pp | 172.34%-154.9pp |
| Employer contribution / active EE | $3,096 | $3,533-12.4% | $3,020+2.5% | $4,379-29.3% |
| Participant deferral / active EE | $6,180 | $5,793+6.7% | $5,135+20.4% | $6,730-8.2% |
| Admin fee / account holder | $181 | $15,393-98.8% | $12,742-98.6% | $14,365-98.7% |