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 | $44,849 | $98,760-54.6% | $149,715-70.0% | $79,858-43.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 28.78% | 27.43%+1.4pp | 276.66%-247.9pp | 31.72%-2.9pp |
| Employer contribution / active EE | $2,359 | $3,217-26.7% | $4,645-49.2% | $2,471-4.5% |
| Participant deferral / active EE | $5,014 | $5,681-11.7% | $6,842-26.7% | $3,740+34.1% |
| Admin fee / account holder | $10 | $6,053-99.8% | $9,310-99.9% | $5,306-99.8% |