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 | $79,523 | $104,251-23.7% | $91,004-12.6% | $147,586-46.1% |
| Participation rate | 70.0% | 78.2%-8.2pp | 75.6%-5.6pp | 82.8%-12.8pp |
| Annual return | 20.40% | 27.06%-6.7pp | 4.60%+15.8pp | 578.59%-558.2pp |
| Employer contribution / active EE | $489 | $3,116-84.3% | $2,456-80.1% | $4,876-90.0% |
| Participant deferral / active EE | $2,333 | $4,195-44.4% | $3,548-34.2% | $5,439-57.1% |
| Admin fee / account holder | $132 | $8,948-98.5% | $5,417-97.6% | $10,886-98.8% |