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 | $30,011 | $135,956-77.9% | $123,894-75.8% | $273,972-89.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.54% | 56.63%-51.1pp | 47.52%-42.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $3,780 | $5,170-26.9% | $4,617-18.1% | $4,869-22.4% |
| Participant deferral / active EE | $11,340 | $6,343+78.8% | $5,984+89.5% | $5,287+114.5% |
| Admin fee / account holder | $87 | $9,817-99.1% | $8,357-99.0% | $10,133-99.1% |