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 | $26,655 | $156,398-83.0% | $147,318-81.9% | $138,895-80.8% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 19.84% | 78.75%-58.9pp | 70.43%-50.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $2,043 | $4,853-57.9% | $4,593-55.5% | $4,194-51.3% |
| Participant deferral / active EE | $2,513 | $8,237-69.5% | $7,906-68.2% | $6,396-60.7% |
| Admin fee / account holder | $247 | $14,976-98.3% | $13,708-98.2% | $12,562-98.0% |