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 | $49,893 | $183,627-72.8% | $155,602-67.9% | $145,978-65.8% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 12.44% | 61.32%-48.9pp | 64.81%-52.4pp | 550.52%-538.1pp |
| Employer contribution / active EE | $1,907 | $5,316-64.1% | $4,675-59.2% | $4,662-59.1% |
| Participant deferral / active EE | $3,191 | $6,466-50.6% | $5,629-43.3% | $6,690-52.3% |
| Admin fee / account holder | $180 | $19,327-99.1% | $15,923-98.9% | $13,400-98.7% |