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 | $28,185 | $73,955-61.9% | $96,520-70.8% | $75,181-62.5% |
| Participation rate | 92.7% | 66.4%+26.3pp | 74.3%+18.4pp | 67.2%+25.5pp |
| Annual return | 16.97% | 26.72%-9.8pp | 35.72%-18.8pp | 160.69%-143.7pp |
| Employer contribution / active EE | $2,871 | $2,930-2.0% | $3,739-23.2% | $2,671+7.5% |
| Participant deferral / active EE | $2,392 | $3,659-34.6% | $4,879-51.0% | $4,126-42.0% |
| Admin fee / account holder | $282 | $5,217-94.6% | $6,733-95.8% | $5,650-95.0% |