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 | $13,167 | $90,486-85.4% | $78,676-83.3% | $273,972-95.2% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 7.90% | 75.62%-67.7pp | 62.19%-54.3pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,154 | $3,175-63.7% | $2,850-59.5% | $4,869-76.3% |
| Participant deferral / active EE | $1,784 | $3,901-54.3% | $3,517-49.3% | $5,287-66.3% |
| Admin fee / account holder | $296 | $5,263-94.4% | $4,510-93.4% | $10,133-97.1% |