Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,139 | $115,814-74.0% | $101,275-70.2% | $158,982-81.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 18.44% | 56.16%-37.7pp | 46.48%-28.0pp | 302.99%-284.5pp |
| Employer contribution / active EE | $4,285 | $4,176+2.6% | $3,660+17.1% | $4,763-10.0% |
| Participant deferral / active EE | $2,642 | $4,958-46.7% | $4,371-39.5% | $5,983-55.8% |
| Admin fee / account holder | $19 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |