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 | $48,292 | $135,956-64.5% | $123,894-61.0% | $273,972-82.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.86% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,915 | $5,170-63.0% | $4,617-58.5% | $4,869-60.7% |
| Participant deferral / active EE | $3,352 | $6,343-47.2% | $5,984-44.0% | $5,287-36.6% |
| Admin fee / account holder | $53 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |