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 | $25,381 | $135,956-81.3% | $123,894-79.5% | $273,972-90.7% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 9.97% | 56.63%-46.7pp | 47.52%-37.5pp | 41.46%-31.5pp |
| Employer contribution / active EE | $2,001 | $5,170-61.3% | $4,617-56.7% | $4,869-58.9% |
| Participant deferral / active EE | $4,400 | $6,343-30.6% | $5,984-26.5% | $5,287-16.8% |
| Admin fee / account holder | $184 | $9,817-98.1% | $8,357-97.8% | $10,133-98.2% |