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 | $31,806 | $176,786-82.0% | $146,643-78.3% | $167,536-81.0% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 11.58% | 24.04%-12.5pp | 22.75%-11.2pp | 478.82%-467.2pp |
| Employer contribution / active EE | $1,893 | $5,161-63.3% | $4,137-54.2% | $4,839-60.9% |
| Participant deferral / active EE | $6,600 | $6,440+2.5% | $5,506+19.9% | $6,342+4.1% |
| Admin fee / account holder | $274 | $13,262-97.9% | $10,280-97.3% | $12,315-97.8% |