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 | $70,051 | $106,280-34.1% | $96,538-27.4% | $139,487-49.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.96% | 38.48%-22.5pp | 35.74%-19.8pp | 373.84%-357.9pp |
| Employer contribution / active EE | $2,348 | $4,107-42.8% | $3,740-37.2% | $4,755-50.6% |
| Participant deferral / active EE | $2,345 | $5,457-57.0% | $4,880-51.9% | $6,713-65.1% |
| Admin fee / account holder | $202 | $7,888-97.4% | $6,737-97.0% | $11,407-98.2% |