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 | $58,001 | $135,956-57.3% | $123,894-53.2% | $273,972-78.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 12.59% | 56.63%-44.0pp | 47.52%-34.9pp | 41.46%-28.9pp |
| Employer contribution / active EE | $1,432 | $5,170-72.3% | $4,617-69.0% | $4,869-70.6% |
| Participant deferral / active EE | $3,788 | $6,343-40.3% | $5,984-36.7% | $5,287-28.4% |
| Admin fee / account holder | $111 | $9,817-98.9% | $8,357-98.7% | $10,133-98.9% |