Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,798 | $117,895-50.1% | $102,460-42.6% | $145,897-59.7% |
| Participation rate | 77.8% | 78.6%-0.9pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 12.13% | 31.92%-19.8pp | 29.47%-17.3pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,723 | $3,619-52.4% | $3,025-43.1% | $4,663-63.1% |
| Participant deferral / active EE | $4,138 | $5,736-27.9% | $5,056-18.2% | $6,689-38.1% |
| Admin fee / account holder | $86 | $13,353-99.4% | $9,460-99.1% | $13,390-99.4% |