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 | $30,825 | $185,312-83.4% | $161,489-80.9% | $154,746-80.1% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 24.70% | 103.84%-79.1pp | 89.72%-65.0pp | 172.34%-147.6pp |
| Employer contribution / active EE | $2,175 | $4,769-54.4% | $4,268-49.0% | $4,379-50.3% |
| Participant deferral / active EE | $3,894 | $6,350-38.7% | $5,630-30.8% | $6,730-42.1% |
| Admin fee / account holder | $80 | $18,654-99.6% | $16,006-99.5% | $14,365-99.4% |