Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,527 | $165,361-73.1% | $149,715-70.3% | $158,950-72.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 34.41% | 348.24%-313.8pp | 276.66%-242.3pp | 302.91%-268.5pp |
| Employer contribution / active EE | $1,454 | $5,103-71.5% | $4,645-68.7% | $4,762-69.5% |
| Participant deferral / active EE | $12,900 | $7,182+79.6% | $6,842+88.5% | $5,983+115.6% |
| Admin fee / account holder | $14 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |