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 | $21,793 | $84,236-74.1% | $170,435-87.2% | $70,126-68.9% |
| Participation rate | 71.8% | 70.8%+1.0pp | 83.6%-11.8pp | 69.5%+2.3pp |
| Annual return | 16.44% | 23.06%-6.6pp | 205.94%-189.5pp | 73.15%-56.7pp |
| Employer contribution / active EE | $902 | $3,387-73.4% | $5,432-83.4% | $2,343-61.5% |
| Participant deferral / active EE | $2,787 | $3,086-9.7% | $4,939-43.6% | $3,332-16.3% |
| Admin fee / account holder | $79 | $5,698-98.6% | $13,881-99.4% | $4,645-98.3% |