Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,739 | $157,829-24.8% | $136,867-13.2% | $198,609-40.2% |
| Participation rate | 92.9% | 77.2%+15.7pp | 74.5%+18.3pp | 82.4%+10.5pp |
| Annual return | 17.82% | 51.25%-33.4pp | 42.97%-25.2pp | 202.70%-184.9pp |
| Employer contribution / active EE | $2,578 | $3,923-34.3% | $3,547-27.3% | $5,055-49.0% |
| Participant deferral / active EE | $6,862 | $5,463+25.6% | $4,924+39.4% | $6,977-1.6% |
| Admin fee / account holder | $133 | $11,107-98.8% | $10,340-98.7% | $19,030-99.3% |