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 | $49,320 | $124,425-60.4% | $112,040-56.0% | $137,256-64.1% |
| Participation rate | 91.3% | 79.3%+12.0pp | 76.5%+14.8pp | 80.0%+11.3pp |
| Annual return | 18.07% | 24.72%-6.6pp | 24.52%-6.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,111 | $3,411-67.4% | $2,954-62.4% | $4,156-73.3% |
| Participant deferral / active EE | $3,636 | $5,718-36.4% | $5,098-28.7% | $6,407-43.3% |
| Admin fee / account holder | $1 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |