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 | $49,453 | $109,327-54.8% | $89,391-44.7% | $158,931-68.9% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 28.01% | 345.68%-317.7pp | 245.62%-217.6pp | 302.86%-274.8pp |
| Employer contribution / active EE | $1,727 | $3,170-45.5% | $2,586-33.2% | $4,761-63.7% |
| Participant deferral / active EE | $5,262 | $4,598+14.4% | $3,890+35.3% | $5,982-12.0% |
| Admin fee / account holder | $201 | $6,153-96.7% | $4,881-95.9% | $11,247-98.2% |