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 | $46,787 | $77,920-40.0% | $149,723-68.8% | $75,177-37.8% |
| Participation rate | 92.0% | 65.6%+26.4pp | 78.8%+13.2pp | 67.2%+24.8pp |
| Annual return | 20.10% | 31.72%-11.6pp | 134.50%-114.4pp | 160.75%-140.7pp |
| Employer contribution / active EE | $1,274 | $3,138-59.4% | $4,821-73.6% | $2,671-52.3% |
| Participant deferral / active EE | $3,028 | $3,411-11.2% | $5,682-46.7% | $4,126-26.6% |
| Admin fee / account holder | $11 | $5,951-99.8% | $13,215-99.9% | $5,651-99.8% |