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 | $29,833 | $93,617-68.1% | $135,982-78.1% | $75,177-60.3% |
| Participation rate | 93.5% | 75.2%+18.3pp | 81.9%+11.6pp | 67.2%+26.3pp |
| Annual return | 21.55% | 30.89%-9.3pp | 68.32%-46.8pp | 160.75%-139.2pp |
| Employer contribution / active EE | $1,368 | $3,538-61.3% | $4,859-71.9% | $2,671-48.8% |
| Participant deferral / active EE | $7,301 | $6,406+14.0% | $7,760-5.9% | $4,126+76.9% |
| Admin fee / account holder | $290 | $6,980-95.8% | $10,767-97.3% | $5,651-94.9% |