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 | $74,906 | $115,796-35.3% | $101,264-26.0% | $158,950-52.9% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 25.38% | 56.15%-30.8pp | 46.48%-21.1pp | 302.91%-277.5pp |
| Employer contribution / active EE | $1,491 | $4,175-64.3% | $3,660-59.3% | $4,762-68.7% |
| Participant deferral / active EE | $2,764 | $4,958-44.2% | $4,370-36.7% | $5,983-53.8% |
| Admin fee / account holder | $88 | $7,247-98.8% | $5,947-98.5% | $11,248-99.2% |