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 | $71,215-33.9% | $93,696-49.8% | $80,935-41.9% |
| Participation rate | 97.6% | 60.4%+37.2pp | 68.7%+28.9pp | 67.7%+30.0pp |
| Annual return | 12.69% | 11.27%+1.4pp | 133.74%-121.1pp | 35.66%-23.0pp |
| Employer contribution / active EE | $3,185 | $1,565+103.5% | $2,422+31.5% | $2,757+15.5% |
| Participant deferral / active EE | $2,154 | $4,037-46.6% | $4,417-51.2% | $4,299-49.9% |
| Admin fee / account holder | $133 | $6,958-98.1% | $8,287-98.4% | $6,924-98.1% |