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 | $38,233 | $111,814-65.8% | $103,378-63.0% | $145,978-73.8% |
| Participation rate | 82.4% | 77.9%+4.4pp | 74.5%+7.8pp | 80.3%+2.1pp |
| Annual return | 26.05% | 24.80%+1.3pp | 24.91%+1.1pp | 550.52%-524.5pp |
| Employer contribution / active EE | $1,940 | $4,215-54.0% | $3,870-49.9% | $4,662-58.4% |
| Participant deferral / active EE | $2,692 | $5,618-52.1% | $5,058-46.8% | $6,690-59.8% |
| Admin fee / account holder | $209 | $9,764-97.9% | $8,401-97.5% | $13,400-98.4% |