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 | $36,709 | $89,367-58.9% | $141,191-74.0% | $72,975-49.7% |
| Participation rate | 96.8% | 75.1%+21.6pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 28.15% | 111.87%-83.7pp | 71.41%-43.3pp | 81.01%-52.9pp |
| Employer contribution / active EE | $2,314 | $3,115-25.7% | $4,736-51.1% | $2,440-5.2% |
| Participant deferral / active EE | $4,154 | $5,419-23.3% | $6,710-38.1% | $3,608+15.2% |
| Admin fee / account holder | $183 | $5,957-96.9% | $10,264-98.2% | $5,124-96.4% |