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 | $30,895 | $141,001-78.1% | $112,228-72.5% | $139,487-77.9% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 26.91% | 32.75%-5.8pp | 30.23%-3.3pp | 373.84%-346.9pp |
| Employer contribution / active EE | $1,680 | $4,285-60.8% | $3,432-51.0% | $4,755-64.7% |
| Participant deferral / active EE | $4,864 | $5,877-17.3% | $4,800+1.3% | $6,713-27.5% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |