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 | $47,433 | $181,896-73.9% | $156,551-69.7% | $273,972-82.7% |
| Participation rate | 70.0% | 88.4%-18.4pp | 84.0%-14.0pp | 83.0%-13.0pp |
| Annual return | 7.59% | 30.74%-23.1pp | 32.23%-24.6pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,106 | $6,248-66.3% | $5,501-61.7% | $4,869-56.7% |
| Participant deferral / active EE | $5,105 | $5,550-8.0% | $4,871+4.8% | $5,287-3.4% |
| Admin fee / account holder | $6 | $15,560-100.0% | $13,028-100.0% | $10,133-99.9% |