Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,829 | $52,353-73.6% | $120,225-88.5% | $82,448-83.2% |
| Participation rate | 70.6% | 58.3%+12.3pp | 69.6%+1.0pp | 68.1%+2.5pp |
| Annual return | 19.99% | 61.85%-41.9pp | 439.23%-419.2pp | 41.64%-21.7pp |
| Employer contribution / active EE | $819 | $1,510-45.7% | $3,475-76.4% | $2,551-67.9% |
| Participant deferral / active EE | $1,232 | $2,627-53.1% | $3,999-69.2% | $4,139-70.2% |
| Admin fee / account holder | $187 | $4,363-95.7% | $5,696-96.7% | $7,234-97.4% |