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 | $47,048 | $71,057-33.8% | $93,654-49.8% | $80,874-41.8% |
| Participation rate | 97.6% | 60.4%+37.2pp | 68.7%+28.9pp | 67.6%+30.0pp |
| Annual return | 12.69% | 11.26%+1.4pp | 133.34%-120.6pp | 35.62%-22.9pp |
| Employer contribution / active EE | $3,185 | $1,564+103.7% | $2,421+31.6% | $2,756+15.6% |
| Participant deferral / active EE | $2,154 | $4,034-46.6% | $4,413-51.2% | $4,297-49.9% |
| Admin fee / account holder | $133 | $6,944-98.1% | $8,282-98.4% | $6,935-98.1% |