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 | $14,735 | $77,638-81.0% | $156,551-90.6% | $62,881-76.6% |
| Participation rate | 88.0% | 71.2%+16.8pp | 84.0%+4.0pp | 69.3%+18.7pp |
| Annual return | 8.76% | 50.33%-41.6pp | 32.23%-23.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $947 | $3,444-72.5% | $5,501-82.8% | $2,281-58.5% |
| Participant deferral / active EE | $2,414 | $3,046-20.7% | $4,871-50.4% | $3,203-24.6% |
| Admin fee / account holder | $160 | $5,561-97.1% | $13,028-98.8% | $4,296-96.3% |