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 | $40,980 | $108,882-62.4% | $96,754-57.6% | $154,746-73.5% |
| Participation rate | 81.8% | 75.1%+6.7pp | 70.3%+11.5pp | 80.7%+1.1pp |
| Annual return | 16.54% | 98.39%-81.9pp | 82.04%-65.5pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,634 | $3,018-45.9% | $2,679-39.0% | $4,379-62.7% |
| Participant deferral / active EE | $1,632 | $5,323-69.3% | $4,758-65.7% | $6,730-75.7% |
| Admin fee / account holder | $167 | $10,200-98.4% | $8,905-98.1% | $14,365-98.8% |