Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,254 | $114,013-73.5% | $103,693-70.8% | $155,188-80.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 80.8%-0.8pp |
| Annual return | 17.68% | 49.31%-31.6pp | 47.61%-29.9pp | 148.84%-131.2pp |
| Employer contribution / active EE | $1,713 | $3,131-45.3% | $2,920-41.4% | $4,248-59.7% |
| Participant deferral / active EE | $3,551 | $4,970-28.5% | $4,579-22.4% | $6,531-45.6% |
| Admin fee / account holder | $290 | $8,407-96.5% | $7,858-96.3% | $14,480-98.0% |