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 | $7,821 | $97,125-91.9% | $86,233-90.9% | $137,256-94.3% |
| Participation rate | 76.5% | 74.2%+2.3pp | 69.0%+7.5pp | 80.0%-3.5pp |
| Annual return | 10.89% | 74.19%-63.3pp | 61.39%-50.5pp | 220.34%-209.4pp |
| Employer contribution / active EE | $919 | $2,841-67.7% | $2,504-63.3% | $4,156-77.9% |
| Participant deferral / active EE | $1,085 | $5,180-79.1% | $4,559-76.2% | $6,407-83.1% |
| Admin fee / account holder | $191 | $9,725-98.0% | $8,342-97.7% | $12,270-98.4% |