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 | $33,918 | $90,486-62.5% | $78,676-56.9% | $273,972-87.6% |
| Participation rate | 79.2% | 76.5%+2.6pp | 73.6%+5.6pp | 83.0%-3.8pp |
| Annual return | 4.69% | 75.62%-70.9pp | 62.19%-57.5pp | 41.46%-36.8pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,341 | $3,901-65.6% | $3,517-61.9% | $5,287-74.6% |
| Admin fee / account holder | $48 | $5,263-99.1% | $4,510-98.9% | $10,133-99.5% |