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 | $46,382 | $81,331-43.0% | $155,534-70.2% | $80,935-42.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.10% | 33.37%-19.3pp | 64.92%-50.8pp | 35.66%-21.6pp |
| Employer contribution / active EE | $3,362 | $3,105+8.3% | $4,675-28.1% | $2,757+22.0% |
| Participant deferral / active EE | $3,563 | $3,454+3.2% | $5,630-36.7% | $4,299-17.1% |
| Admin fee / account holder | $99 | $7,999-98.8% | $15,900-99.4% | $6,924-98.6% |