Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,837 | $93,598-58.5% | $135,974-71.4% | $75,173-48.3% |
| Participation rate | 78.3% | 75.2%+3.1pp | 81.9%-3.7pp | 67.2%+11.1pp |
| Annual return | 25.05% | 30.89%-5.8pp | 68.30%-43.3pp | 160.72%-135.7pp |
| Employer contribution / active EE | $2,748 | $3,538-22.3% | $4,859-43.4% | $2,671+2.9% |
| Participant deferral / active EE | $7,136 | $6,405+11.4% | $7,760-8.0% | $4,126+72.9% |
| Admin fee / account holder | $156 | $6,978-97.8% | $10,767-98.5% | $5,651-97.2% |