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 | $81,810 | $91,167-10.3% | $178,498-54.2% | $79,858+2.4% |
| Participation rate | 96.7% | 69.2%+27.5pp | 81.9%+14.7pp | 69.6%+27.0pp |
| Annual return | 14.43% | 24.19%-9.8pp | 151.09%-136.7pp | 31.72%-17.3pp |
| Employer contribution / active EE | $3,120 | $3,255-4.2% | $5,011-37.7% | $2,471+26.3% |
| Participant deferral / active EE | $3,833 | $3,236+18.5% | $5,202-26.3% | $3,740+2.5% |
| Admin fee / account holder | $131 | $6,747-98.1% | $13,985-99.1% | $5,306-97.5% |