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 | $29,398 | $105,856-72.2% | $90,161-67.4% | $147,586-80.1% |
| Participation rate | 77.8% | 79.7%-2.0pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 26.50% | 37.63%-11.1pp | 34.89%-8.4pp | 578.59%-552.1pp |
| Employer contribution / active EE | $3,943 | $4,126-4.4% | $3,318+18.8% | $4,876-19.1% |
| Participant deferral / active EE | $8,776 | $5,733+53.1% | $5,287+66.0% | $5,439+61.4% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |