Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,586 | $110,039-55.8% | $97,260-50.0% | $145,884-66.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 16.56% | 244.44%-227.9pp | 75.54%-59.0pp | 551.85%-535.3pp |
| Employer contribution / active EE | $3,056 | $3,074-0.6% | $2,721+12.3% | $4,662-34.5% |
| Participant deferral / active EE | $3,820 | $4,674-18.3% | $4,262-10.4% | $6,690-42.9% |
| Admin fee / account holder | $20 | $6,204-99.7% | $5,640-99.6% | $13,392-99.9% |