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 | $49,800 | $60,349-17.5% | $74,184-32.9% | $62,881-20.8% |
| Participation rate | 83.3% | 72.7%+10.6pp | 76.6%+6.7pp | 69.3%+14.0pp |
| Annual return | 9.02% | 21.38%-12.4pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $3,091 | $1,680+84.0% | $2,370+30.4% | $2,281+35.5% |
| Participant deferral / active EE | $6,078 | $2,856+112.8% | $3,550+71.2% | $3,203+89.8% |
| Admin fee / account holder | $200 | $4,261-95.3% | $5,586-96.4% | $4,296-95.3% |