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 | $10,675 | $77,908-86.3% | $149,696-92.9% | $75,173-85.8% |
| Participation rate | 87.1% | 65.6%+21.5pp | 78.8%+8.3pp | 67.2%+19.9pp |
| Annual return | 15.53% | 31.73%-16.2pp | 134.46%-118.9pp | 160.72%-145.2pp |
| Employer contribution / active EE | $1,259 | $3,138-59.9% | $4,821-73.9% | $2,671-52.9% |
| Participant deferral / active EE | $1,299 | $3,411-61.9% | $5,682-77.1% | $4,126-68.5% |
| Admin fee / account holder | $236 | $5,950-96.0% | $13,212-98.2% | $5,651-95.8% |