Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,144 | $104,650-91.3% | $83,854-89.1% | $155,188-94.1% |
| Participation rate | 70.8% | 65.1%+5.8pp | 59.1%+11.7pp | 80.8%-10.0pp |
| Annual return | 23.75% | 28.97%-5.2pp | 31.39%-7.6pp | 148.84%-125.1pp |
| Employer contribution / active EE | $1,077 | $1,196-10.0% | $1,017+5.9% | $4,248-74.6% |
| Participant deferral / active EE | $1,540 | $2,367-35.0% | $2,035-24.4% | $6,531-76.4% |
| Admin fee / account holder | $24 | $3,518-99.3% | $3,197-99.3% | $14,480-99.8% |