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 | $44,649 | $212,777-79.0% | $173,703-74.3% | $198,609-77.5% |
| Participation rate | 71.4% | 81.1%-9.6pp | 75.9%-4.5pp | 82.4%-10.9pp |
| Annual return | 18.90% | 18.82%+0.1pp | 17.46%+1.4pp | 202.70%-183.8pp |
| Employer contribution / active EE | $1,724 | $5,214-66.9% | $4,288-59.8% | $5,055-65.9% |
| Participant deferral / active EE | $4,084 | $5,697-28.3% | $4,854-15.9% | $6,977-41.5% |
| Admin fee / account holder | $125 | $19,536-99.4% | $15,562-99.2% | $19,030-99.3% |