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 | $44,886 | $185,312-75.8% | $161,489-72.2% | $154,746-71.0% |
| Participation rate | 81.0% | 82.5%-1.5pp | 78.7%+2.3pp | 80.7%+0.3pp |
| Annual return | 19.67% | 103.84%-84.2pp | 89.72%-70.0pp | 172.34%-152.7pp |
| Employer contribution / active EE | $1,347 | $4,769-71.7% | $4,268-68.4% | $4,379-69.2% |
| Participant deferral / active EE | $5,104 | $6,350-19.6% | $5,630-9.3% | $6,730-24.2% |
| Admin fee / account holder | $13 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |