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 | $37,986 | $89,367-57.5% | $141,191-73.1% | $72,975-47.9% |
| Participation rate | 76.0% | 75.1%+0.9pp | 82.5%-6.5pp | 69.5%+6.5pp |
| Annual return | 34.16% | 111.87%-77.7pp | 71.41%-37.2pp | 81.01%-46.9pp |
| Employer contribution / active EE | $2,350 | $3,115-24.6% | $4,736-50.4% | $2,440-3.7% |
| Participant deferral / active EE | $5,275 | $5,419-2.6% | $6,710-21.4% | $3,608+46.2% |
| Admin fee / account holder | $111 | $5,957-98.1% | $10,264-98.9% | $5,124-97.8% |