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 | $43,381 | $83,337-47.9% | $67,834-36.0% | $273,972-84.2% |
| Participation rate | 71.4% | 76.4%-5.0pp | 68.8%+2.6pp | 83.0%-11.6pp |
| Annual return | 5.57% | 259.45%-253.9pp | 138.47%-132.9pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,842 | $3,287-44.0% | $2,403-23.4% | $4,869-62.2% |
| Participant deferral / active EE | $7,415 | $4,088+81.4% | $3,160+134.7% | $5,287+40.2% |
| Admin fee / account holder | $235 | $6,752-96.5% | $4,622-94.9% | $10,133-97.7% |