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 | $99,053-38.5% | $88,179-31.0% | $138,895-56.2% |
| Participation rate | 79.2% | 74.2%+4.9pp | 69.1%+10.0pp | 79.9%-0.8pp |
| Annual return | 17.10% | 78.17%-61.1pp | 64.97%-47.9pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,928 | $2,882-33.1% | $2,549-24.4% | $4,194-54.0% |
| Participant deferral / active EE | $3,175 | $5,225-39.2% | $4,614-31.2% | $6,396-50.4% |
| Admin fee / account holder | $18 | $8,748-99.8% | $7,673-99.8% | $12,562-99.9% |