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 | $36,218 | $183,592-80.3% | $155,574-76.7% | $145,877-75.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 19.25% | 61.37%-42.1pp | 64.87%-45.6pp | 551.28%-532.0pp |
| Employer contribution / active EE | $1,303 | $5,317-75.5% | $4,676-72.1% | $4,663-72.0% |
| Participant deferral / active EE | $2,005 | $6,466-69.0% | $5,629-64.4% | $6,691-70.0% |
| Admin fee / account holder | $48 | $19,316-99.8% | $15,914-99.7% | $13,402-99.6% |