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 | $48,483 | $157,829-69.3% | $136,867-64.6% | $198,609-75.6% |
| Participation rate | 80.0% | 77.2%+2.8pp | 74.5%+5.5pp | 82.4%-2.4pp |
| Annual return | 15.17% | 51.25%-36.1pp | 42.97%-27.8pp | 202.70%-187.5pp |
| Employer contribution / active EE | $3,046 | $3,923-22.3% | $3,547-14.1% | $5,055-39.7% |
| Participant deferral / active EE | $5,126 | $5,463-6.2% | $4,924+4.1% | $6,977-26.5% |
| Admin fee / account holder | $260 | $11,107-97.7% | $10,340-97.5% | $19,030-98.6% |