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 | $40,365 | $198,457-79.7% | $170,435-76.3% | $147,586-72.6% |
| Participation rate | 81.3% | 88.0%-6.7pp | 83.6%-2.3pp | 82.8%-1.6pp |
| Annual return | 18.22% | 257.30%-239.1pp | 205.94%-187.7pp | 578.59%-560.4pp |
| Employer contribution / active EE | $2,355 | $6,183-61.9% | $5,432-56.7% | $4,876-51.7% |
| Participant deferral / active EE | $4,762 | $5,629-15.4% | $4,939-3.6% | $5,439-12.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |