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 | $38,824 | $135,956-71.4% | $123,894-68.7% | $273,972-85.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 34.33% | 56.63%-22.3pp | 47.52%-13.2pp | 41.46%-7.1pp |
| Employer contribution / active EE | $2,723 | $5,170-47.3% | $4,617-41.0% | $4,869-44.1% |
| Participant deferral / active EE | $5,434 | $6,343-14.3% | $5,984-9.2% | $5,287+2.8% |
| Admin fee / account holder | $78 | $9,817-99.2% | $8,357-99.1% | $10,133-99.2% |