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 | $38,474 | $144,130-73.3% | $117,861-67.4% | $147,586-73.9% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 14.12% | 531.20%-517.1pp | 335.11%-321.0pp | 578.59%-564.5pp |
| Employer contribution / active EE | $1,536 | $4,897-68.6% | $3,786-59.4% | $4,876-68.5% |
| Participant deferral / active EE | $2,702 | $5,316-49.2% | $4,482-39.7% | $5,439-50.3% |
| Admin fee / account holder | $275 | $10,887-97.5% | $8,021-96.6% | $10,886-97.5% |