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 | $59,312 | $209,422-71.7% | $178,503-66.8% | $158,982-62.7% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 16.70% | 188.81%-172.1pp | 151.12%-134.4pp | 302.99%-286.3pp |
| Employer contribution / active EE | $1,930 | $5,707-66.2% | $5,011-61.5% | $4,763-59.5% |
| Participant deferral / active EE | $3,715 | $5,955-37.6% | $5,202-28.6% | $5,983-37.9% |
| Admin fee / account holder | $19 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |