Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,507 | $110,212-68.7% | $96,534-64.3% | $139,466-75.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 18.30% | 26.42%-8.1pp | 25.88%-7.6pp | 373.66%-355.4pp |
| Employer contribution / active EE | $3,160 | $3,620-12.7% | $2,965+6.5% | $4,754-33.5% |
| Participant deferral / active EE | $3,187 | $5,547-42.5% | $4,851-34.3% | $6,712-52.5% |
| Admin fee / account holder | $30 | $11,599-99.7% | $8,253-99.6% | $11,409-99.7% |