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 | $30,670 | $148,629-79.4% | $135,982-77.4% | $139,487-78.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 17.53% | 79.33%-61.8pp | 68.32%-50.8pp | 373.84%-356.3pp |
| Employer contribution / active EE | $3,657 | $5,247-30.3% | $4,859-24.7% | $4,755-23.1% |
| Participant deferral / active EE | $6,246 | $8,102-22.9% | $7,760-19.5% | $6,713-7.0% |
| Admin fee / account holder | $36 | $12,406-99.7% | $10,767-99.7% | $11,407-99.7% |