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 | $39,306 | $90,509-56.6% | $78,693-50.1% | $273,968-85.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 8.39% | 75.61%-67.2pp | 62.18%-53.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $5,724 | $3,175+80.3% | $2,850+100.8% | $4,869+17.6% |
| Participant deferral / active EE | $8,072 | $3,901+106.9% | $3,517+129.5% | $5,287+52.7% |
| Admin fee / account holder | $138 | $5,264-97.4% | $4,511-96.9% | $10,132-98.6% |