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 | $60,869 | $107,809-43.5% | $97,032-37.3% | $155,188-60.8% |
| Participation rate | 79.2% | 75.5%+3.7pp | 71.6%+7.6pp | 80.8%-1.6pp |
| Annual return | 17.10% | 38.06%-21.0pp | 35.38%-18.3pp | 148.84%-131.7pp |
| Employer contribution / active EE | $1,928 | $2,911-33.8% | $2,629-26.7% | $4,248-54.6% |
| Participant deferral / active EE | $3,175 | $5,129-38.1% | $4,672-32.1% | $6,531-51.4% |
| Admin fee / account holder | $18 | $10,717-99.8% | $9,418-99.8% | $14,480-99.9% |