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 | $20,542 | $90,486-77.3% | $78,676-73.9% | $273,972-92.5% |
| Participation rate | 82.6% | 76.5%+6.1pp | 73.6%+9.0pp | 83.0%-0.4pp |
| Annual return | 7.85% | 75.62%-67.8pp | 62.19%-54.3pp | 41.46%-33.6pp |
| Employer contribution / active EE | $640 | $3,175-79.8% | $2,850-77.5% | $4,869-86.8% |
| Participant deferral / active EE | $950 | $3,901-75.7% | $3,517-73.0% | $5,287-82.0% |
| Admin fee / account holder | $254 | $5,263-95.2% | $4,510-94.4% | $10,133-97.5% |