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 | $35,769 | $77,638-53.9% | $156,551-77.2% | $62,881-43.1% |
| Participation rate | 76.3% | 71.2%+5.1pp | 84.0%-7.7pp | 69.3%+7.0pp |
| Annual return | 9.46% | 50.33%-40.9pp | 32.23%-22.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $882 | $3,444-74.4% | $5,501-84.0% | $2,281-61.3% |
| Participant deferral / active EE | $1,351 | $3,046-55.6% | $4,871-72.3% | $3,203-57.8% |
| Admin fee / account holder | $126 | $5,561-97.7% | $13,028-99.0% | $4,296-97.1% |