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 | $19,682 | $77,638-74.6% | $156,551-87.4% | $62,881-68.7% |
| Participation rate | 87.5% | 71.2%+16.3pp | 84.0%+3.5pp | 69.3%+18.2pp |
| Annual return | 5.08% | 50.33%-45.2pp | 32.23%-27.1pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,082 | $3,444-68.6% | $5,501-80.3% | $2,281-52.5% |
| Participant deferral / active EE | $3,410 | $3,046+12.0% | $4,871-30.0% | $3,203+6.5% |
| Admin fee / account holder | $14 | $5,561-99.7% | $13,028-99.9% | $4,296-99.7% |