Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,508 | $111,814-88.8% | $103,374-87.9% | $145,959-91.4% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 11.03% | 24.77%-13.7pp | 24.89%-13.9pp | 561.95%-550.9pp |
| Employer contribution / active EE | $1,067 | $4,214-74.7% | $3,869-72.4% | $4,661-77.1% |
| Participant deferral / active EE | $1,880 | $5,618-66.5% | $5,058-62.8% | $6,689-71.9% |
| Admin fee / account holder | $268 | $9,754-97.3% | $8,394-96.8% | $13,398-98.0% |