Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,115 | $165,381-75.1% | $149,730-72.5% | $158,966-74.1% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 11.74% | 348.29%-336.6pp | 276.70%-265.0pp | 302.95%-291.2pp |
| Employer contribution / active EE | $1,063 | $5,104-79.2% | $4,645-77.1% | $4,762-77.7% |
| Participant deferral / active EE | $4,534 | $7,182-36.9% | $6,843-33.7% | $5,983-24.2% |
| Admin fee / account holder | $12 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |