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 | $32,364 | $135,956-76.2% | $123,894-73.9% | $273,972-88.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.83% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,473 | $5,170-71.5% | $4,617-68.1% | $4,869-69.7% |
| Participant deferral / active EE | $7,186 | $6,343+13.3% | $5,984+20.1% | $5,287+35.9% |
| Admin fee / account holder | $293 | $9,817-97.0% | $8,357-96.5% | $10,133-97.1% |