Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,021 | $112,935-46.9% | $90,970-34.0% | $158,966-62.2% |
| Participation rate | 76.9% | 74.7%+2.2pp | 69.0%+7.9pp | 82.0%-5.0pp |
| Annual return | 18.68% | 215.79%-197.1pp | 134.58%-115.9pp | 302.95%-284.3pp |
| Employer contribution / active EE | $1,496 | $2,895-48.3% | $2,122-29.5% | $4,762-68.6% |
| Participant deferral / active EE | $4,315 | $4,129+4.5% | $3,373+27.9% | $5,983-27.9% |
| Admin fee / account holder | $247 | $8,045-96.9% | $5,960-95.9% | $11,250-97.8% |