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 | $41,192 | $129,737-68.2% | $119,126-65.4% | $154,746-73.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 21.76% | 379.08%-357.3pp | 282.11%-260.3pp | 172.34%-150.6pp |
| Employer contribution / active EE | $2,193 | $4,375-49.9% | $4,034-45.6% | $4,379-49.9% |
| Participant deferral / active EE | $3,629 | $5,842-37.9% | $5,318-31.8% | $6,730-46.1% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |