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 | $50,849 | $58,888-13.7% | $178,499-71.5% | $73,493-30.8% |
| Participation rate | 90.5% | 66.2%+24.2pp | 81.9%+8.5pp | 70.7%+19.8pp |
| Annual return | 26.89% | 24.86%+2.0pp | 151.10%-124.2pp | 28.51%-1.6pp |
| Employer contribution / active EE | $1,806 | $2,236-19.2% | $5,011-64.0% | $2,270-20.4% |
| Participant deferral / active EE | $11,872 | $2,568+362.3% | $5,202+128.2% | $3,740+217.5% |
| Admin fee / account holder | $268 | $400-33.0% | $13,986-98.1% | $513-47.7% |