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 | $43,079 | $165,381-74.0% | $149,730-71.2% | $158,966-72.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 31.76% | 348.29%-316.5pp | 276.70%-244.9pp | 302.95%-271.2pp |
| Employer contribution / active EE | $1,946 | $5,104-61.9% | $4,645-58.1% | $4,762-59.1% |
| Participant deferral / active EE | $5,306 | $7,182-26.1% | $6,843-22.5% | $5,983-11.3% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |