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 | $41,963 | $86,949-51.7% | $102,460-59.0% | $80,959-48.2% |
| Participation rate | 85.2% | 72.4%+12.9pp | 76.5%+8.7pp | 67.7%+17.6pp |
| Annual return | 13.32% | 18.89%-5.6pp | 29.47%-16.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,248 | $2,370-47.4% | $3,025-58.8% | $2,757-54.8% |
| Participant deferral / active EE | $2,613 | $4,121-36.6% | $5,056-48.3% | $4,300-39.2% |
| Admin fee / account holder | $118 | $8,048-98.5% | $9,460-98.8% | $6,925-98.3% |