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 | $24,834 | $90,486-72.6% | $78,676-68.4% | $273,972-90.9% |
| Participation rate | 70.6% | 76.5%-5.9pp | 73.6%-3.0pp | 83.0%-12.4pp |
| Annual return | 8.94% | 75.62%-66.7pp | 62.19%-53.2pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,319 | $3,175-58.5% | $2,850-53.7% | $4,869-72.9% |
| Participant deferral / active EE | $1,645 | $3,901-57.8% | $3,517-53.2% | $5,287-68.9% |
| Admin fee / account holder | $291 | $5,263-94.5% | $4,510-93.6% | $10,133-97.1% |