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 | $53,231 | $110,337-51.8% | $102,383-48.0% | $145,877-63.5% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 14.36% | 24.83%-10.5pp | 24.94%-10.6pp | 551.28%-536.9pp |
| Employer contribution / active EE | $2,427 | $4,216-42.4% | $3,870-37.3% | $4,663-48.0% |
| Participant deferral / active EE | $3,953 | $5,621-29.7% | $5,060-21.9% | $6,691-40.9% |
| Admin fee / account holder | $230 | $9,750-97.6% | $8,391-97.3% | $13,402-98.3% |