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 | $39,366 | $90,486-56.5% | $78,676-50.0% | $273,972-85.6% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 5.95% | 75.62%-69.7pp | 62.19%-56.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,746 | $3,175-13.5% | $2,850-3.6% | $4,869-43.6% |
| Participant deferral / active EE | $9,428 | $3,901+141.6% | $3,517+168.1% | $5,287+78.3% |
| Admin fee / account holder | $9 | $5,263-99.8% | $4,510-99.8% | $10,133-99.9% |