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 | $53,232 | $46,599+14.2% | $64,101-17.0% | $75,173-29.2% |
| Participation rate | 96.3% | 65.9%+30.4pp | 72.3%+24.0pp | 67.2%+29.1pp |
| Annual return | 15.03% | 26.06%-11.0pp | 33.72%-18.7pp | 160.72%-145.7pp |
| Employer contribution / active EE | $790 | $1,975-60.0% | $2,749-71.3% | $2,671-70.4% |
| Participant deferral / active EE | $790 | $2,837-72.2% | $3,881-79.7% | $4,126-80.9% |
| Admin fee / account holder | $34 | $2,956-98.8% | $3,070-98.9% | $5,651-99.4% |