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 | $47,869 | $81,664-41.4% | $70,476-32.1% | $158,966-69.9% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 14.70% | 208.59%-193.9pp | 109.12%-94.4pp | 302.95%-288.2pp |
| Employer contribution / active EE | $1,867 | $3,219-42.0% | $2,738-31.8% | $4,762-60.8% |
| Participant deferral / active EE | $3,167 | $4,556-30.5% | $3,710-14.6% | $5,983-47.1% |
| Admin fee / account holder | $22 | $6,197-99.6% | $3,847-99.4% | $11,250-99.8% |