Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,063 | $115,796-72.3% | $101,264-68.3% | $158,950-79.8% |
| Participation rate | 73.9% | 79.4%-5.5pp | 75.8%-1.9pp | 82.0%-8.0pp |
| Annual return | 16.03% | 56.15%-40.1pp | 46.48%-30.5pp | 302.91%-286.9pp |
| Employer contribution / active EE | $2,236 | $4,175-46.4% | $3,660-38.9% | $4,762-53.0% |
| Participant deferral / active EE | $4,992 | $4,958+0.7% | $4,370+14.2% | $5,983-16.6% |
| Admin fee / account holder | $188 | $7,247-97.4% | $5,947-96.8% | $11,248-98.3% |