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 | $21,611 | $65,367-66.9% | $92,915-76.7% | $72,976-70.4% |
| Participation rate | 96.7% | 68.3%+28.4pp | 76.0%+20.7pp | 69.5%+27.2pp |
| Annual return | 16.94% | 42.11%-25.2pp | 109.45%-92.5pp | 81.02%-64.1pp |
| Employer contribution / active EE | $2,482 | $2,594-4.3% | $3,653-32.1% | $2,440+1.7% |
| Participant deferral / active EE | $4,959 | $3,128+58.5% | $4,238+17.0% | $3,608+37.5% |
| Admin fee / account holder | $120 | $4,251-97.2% | $5,796-97.9% | $5,124-97.6% |