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 | $37,633 | $168,635-77.7% | $147,617-74.5% | $125,389-70.0% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | 1.35% | 77.65%-76.3pp | 61.98%-60.6pp | 282.24%-280.9pp |
| Employer contribution / active EE | $3,434 | $6,252-45.1% | $5,564-38.3% | $4,866-29.4% |
| Participant deferral / active EE | $2,134 | $5,507-61.3% | $4,895-56.4% | $5,352-60.1% |
| Admin fee / account holder | $250 | $13,580-98.2% | $11,612-97.8% | $9,541-97.4% |