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 | $35,694 | $98,240-63.7% | $82,312-56.6% | $147,586-75.8% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 25.91% | 30.85%-4.9pp | 25.88%0pp | 578.59%-552.7pp |
| Employer contribution / active EE | $2,574 | $3,192-19.4% | $2,428+6.0% | $4,876-47.2% |
| Participant deferral / active EE | $5,292 | $4,383+20.7% | $3,706+42.8% | $5,439-2.7% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |