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 | $32,036 | $45,041-28.9% | $63,003-49.2% | $70,131-54.3% |
| Participation rate | 74.5% | 69.5%+4.9pp | 74.8%-0.3pp | 69.5%+4.9pp |
| Annual return | 16.31% | 18.76%-2.5pp | 87.59%-71.3pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,578 | $2,052-23.1% | $2,760-42.8% | $2,342-32.6% |
| Participant deferral / active EE | $4,507 | $2,465+82.8% | $3,329+35.4% | $3,332+35.3% |
| Admin fee / account holder | $178 | $2,836-93.7% | $3,600-95.0% | $4,645-96.2% |