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 | $136,143 | $160,040-14.9% | $147,096-7.4% | $145,877-6.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.51% | 98.49%-88.0pp | 419.75%-409.2pp | 551.28%-540.8pp |
| Employer contribution / active EE | $1,949 | $5,289-63.2% | $4,936-60.5% | $4,663-58.2% |
| Participant deferral / active EE | $7,581 | $8,429-10.1% | $8,071-6.1% | $6,691+13.3% |
| Admin fee / account holder | $5 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |