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 | $41,071 | $65,685-37.5% | $57,181-28.2% | $273,968-85.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 11.19% | 21.99%-10.8pp | 14.59%-3.4pp | 41.45%-30.3pp |
| Employer contribution / active EE | $5,916 | $3,279+80.5% | $2,682+120.6% | $4,869+21.5% |
| Participant deferral / active EE | $8,230 | $3,781+117.7% | $3,096+165.8% | $5,287+55.7% |
| Admin fee / account holder | $23 | $4,835-99.5% | $3,139-99.3% | $10,132-99.8% |