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 | $13,317 | $90,486-85.3% | $78,676-83.1% | $273,972-95.1% |
| Participation rate | 93.3% | 76.5%+16.8pp | 73.6%+19.8pp | 83.0%+10.3pp |
| Annual return | 18.72% | 75.62%-56.9pp | 62.19%-43.5pp | 41.46%-22.7pp |
| Employer contribution / active EE | $2,111 | $3,175-33.5% | $2,850-25.9% | $4,869-56.6% |
| Participant deferral / active EE | $3,232 | $3,901-17.2% | $3,517-8.1% | $5,287-38.9% |
| Admin fee / account holder | $167 | $5,263-96.8% | $4,510-96.3% | $10,133-98.4% |