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 | $33,634 | $157,276-78.6% | $141,177-76.2% | $152,885-78.0% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.5%-1.2pp |
| Annual return | 23.06% | 64.33%-41.3pp | 71.40%-48.3pp | 345.39%-322.3pp |
| Employer contribution / active EE | $1,999 | $5,262-62.0% | $4,736-57.8% | $4,763-58.0% |
| Participant deferral / active EE | $2,912 | $7,110-59.0% | $6,710-56.6% | $5,851-50.2% |
| Admin fee / account holder | $294 | $12,123-97.6% | $10,263-97.1% | $11,598-97.5% |