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 | $24,159 | $108,226-77.7% | $77,513-68.8% | $158,950-84.8% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 12.41% | 31.67%-19.3pp | 54.81%-42.4pp | 302.91%-290.5pp |
| Employer contribution / active EE | $1,196 | $1,325-9.7% | $987+21.2% | $4,762-74.9% |
| Participant deferral / active EE | $1,495 | $2,456-39.1% | $1,861-19.7% | $5,983-75.0% |
| Admin fee / account holder | $101 | $3,710-97.3% | $2,859-96.5% | $11,248-99.1% |