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 | $38,036 | $165,399-77.0% | $149,745-74.6% | $158,982-76.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 11.28% | 348.34%-337.1pp | 276.72%-265.4pp | 302.99%-291.7pp |
| Employer contribution / active EE | $1,508 | $5,105-70.5% | $4,646-67.5% | $4,763-68.3% |
| Participant deferral / active EE | $4,863 | $7,183-32.3% | $6,843-28.9% | $5,983-18.7% |
| Admin fee / account holder | $234 | $10,811-97.8% | $9,312-97.5% | $11,252-97.9% |