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 | $65,330 | $97,751-33.2% | $103,447-36.8% | $145,877-55.2% |
| Participation rate | 83.3% | 81.1%+2.2pp | 80.5%+2.8pp | 80.3%+3.0pp |
| Annual return | 11.79% | 25.43%-13.6pp | 23.92%-12.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $4,952 | $4,684+5.7% | $4,678+5.9% | $4,663+6.2% |
| Participant deferral / active EE | $8,490 | $6,603+28.6% | $6,624+28.2% | $6,691+26.9% |
| Admin fee / account holder | $253 | $12,515-98.0% | $9,415-97.3% | $13,402-98.1% |