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 | $39,476 | $157,304-74.9% | $141,197-72.0% | $152,909-74.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 19.99% | 64.34%-44.4pp | 71.41%-51.4pp | 345.46%-325.5pp |
| Employer contribution / active EE | $1,336 | $5,263-74.6% | $4,736-71.8% | $4,764-72.0% |
| Participant deferral / active EE | $2,699 | $7,111-62.0% | $6,710-59.8% | $5,851-53.9% |
| Admin fee / account holder | $34 | $12,126-99.7% | $10,265-99.7% | $11,601-99.7% |