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 | $55,312 | $100,911-45.2% | $90,440-38.8% | $158,966-65.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 9.31% | 1726.62%-1717.3pp | 1294.38%-1285.1pp | 302.95%-293.6pp |
| Employer contribution / active EE | $1,914 | $3,690-48.1% | $3,263-41.3% | $4,762-59.8% |
| Participant deferral / active EE | $4,831 | $4,348+11.1% | $3,964+21.9% | $5,983-19.3% |
| Admin fee / account holder | $238 | $6,507-96.3% | $5,615-95.8% | $11,250-97.9% |