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 | $27,456 | $135,956-79.8% | $123,894-77.8% | $273,972-90.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 18.98% | 56.63%-37.7pp | 47.52%-28.5pp | 41.46%-22.5pp |
| Employer contribution / active EE | $2,839 | $5,170-45.1% | $4,617-38.5% | $4,869-41.7% |
| Participant deferral / active EE | $13,415 | $6,343+111.5% | $5,984+124.2% | $5,287+153.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |