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 | $40,768 | $112,121-63.6% | $95,960-57.5% | $158,966-74.4% |
| Participation rate | 71.4% | 79.0%-7.6pp | 77.1%-5.7pp | 82.0%-10.5pp |
| Annual return | 11.36% | 171.16%-159.8pp | 91.63%-80.3pp | 302.95%-291.6pp |
| Employer contribution / active EE | $2,311 | $3,199-27.8% | $2,541-9.1% | $4,762-51.5% |
| Participant deferral / active EE | $2,708 | $4,784-43.4% | $4,167-35.0% | $5,983-54.7% |
| Admin fee / account holder | $98 | $10,135-99.0% | $6,797-98.6% | $11,250-99.1% |